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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Minevich is a financial advisor who has been in the industry since 2006. Michael is currently registered with LPL Financial LLC and holds licenses in multiple states. Prior to working with LPL Financial LLC, Michael worked with FIRST INVESTORS CORPORATION. Michael is also a licensed Investment Advisor Representative. Michael has a broad knowledge of the financial industry with experience in financial planning, portfolio management, and consulting. Michael is dedicated to providing personalized financial advice to his clients.
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.
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NY
01/03/2023 - Present
LPL Financial LLC (SUFFERN NY)
NY
10/03/2006 - 05/13/2008
FIRST INVESTORS CORPORATION (NANUET NY)
BC
Issued 10/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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