Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kuerbis Parker is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with Pershing LLC and Pershing Advisor Solutions LLC in California. Michael has a wide range of experience, including working with Fidelity Brokerage Services LLC and LPL Financial LLC. Michael holds the Series 7, 52TO, 63, 99TO, and SIE licenses.
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.
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.
1
2
CA
04/06/2022 - Present
Pershing LLC (San Francisco CA)
SC
12/06/2021 - 04/08/2022
LPL FINANCIAL LLC (FORT MILL SC)
CA
02/10/2014 - 04/06/2020
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
CA
11/17/2006 - 01/09/2014
PERSHING LLC (SAN FRANCISCO CA)
CA
11/22/2002 - 11/14/2006
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
MA
01/08/2001 - 11/26/2002
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
07/12/1999 - 08/10/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
08/29/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
TX
06/15/1995 - 08/07/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 10/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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