Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Bellody is a financial advisor with over 25 years of experience in the industry. Michael has a broad range of experience, having worked with firms such as The Dreyfus Service Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. Michael currently works with LPL Financial LLC and has a branch office location in Braintree, MA. Michael holds Series 6, 7, 63, 65, 66, and SIE licenses. Michael is registered with the state of Massachusetts as both a Registered Representative and an Investment Advisor Representative. Michael is also registered with the state of Texas as both a Registered Representative and an Investment Advisor Representative. Michael also specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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
MA
07/02/2024 - Present
LPL Financial LLC (BRAINTREE MA)
MA
09/01/2023 - 07/05/2024
OSAIC WEALTH, INC. (BRAINTREE MA)
MA
08/02/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRAINTREE MA)
MA
12/03/2019 - 08/19/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
NY
08/25/2000 - 01/31/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
11/20/1998 - 08/23/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/23/1996 - 12/18/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/25/1994 - 05/30/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 12/14/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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