Unclaimed
Michael Joseph Massengale is a financial advisor who has been in the industry since 2006. Michael holds the Series 63, 66, 7, and 24 licenses. Michael is currently registered with LPL Financial LLC and has been with the firm since July 2010. Prior to that, Michael worked for Edward Jones from 2006 to 2010. Michael has a Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
07/30/2010 - Present
LPL Financial LLC (LUBBOCK TX)
TX
10/17/2006 - 08/02/2010
EDWARD JONES (LUBBOCK TX)
NJ
10/03/2002 - 11/07/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NE
08/23/2002 - 10/01/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
AL
01/23/2002 - 08/14/2002
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 10/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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