Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Weeks is a financial advisor with over 29 years of experience in the industry. Michael currently works with LPL Financial LLC, and has previous experience with Morgan Stanley, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Michael holds the Series 7, Series 31, Series 63, and Series 65 licenses as well as the SIE exam. Michael is registered in 20 states and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
MD
09/29/2021 - Present
LPL Financial LLC (SEVERNA PARK MD)
MD
06/01/2009 - 10/26/2021
MORGAN STANLEY (ANNAPOLIS MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ANNAPOLIS MD)
MD
03/30/1994 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 04/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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