Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Davis has been in the financial services industry since September 1997. Michael is a registered representative with LPL Financial LLC. Michael has been with LPL Financial LLC since December 2011. Michael is a registered representative in Louisiana and Texas and is also an investment advisor representative in Louisiana and Texas. Michael is a graduate of the University of Maryland and holds the following licenses and certifications: Series 66, Series 24, Series 7, and SIE. In addition to Michael's current registration with LPL Financial LLC, Michael has previously been registered with Hancock Investment Services, Inc. and Legg Mason Wood Walker, Incorporated.
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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2
LA
12/16/2011 - Present
LPL Financial LLC (NEW ORLEANS LA)
LA
03/10/2003 - 12/19/2011
HANCOCK INVESTMENT SERVICES, INC. (METAIRIE LA)
MD
09/26/1997 - 03/07/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/20/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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