Unclaimed
Michael Leabo is a financial advisor registered with LPL Financial LLC. Michael has been in the financial services industry for over a decade and has a strong understanding of the needs of individual investors and businesses. Michael is passionate about helping clients reach their financial goals and provides a variety of financial services, including investment planning, retirement planning, and college savings planning. Michael is also committed to providing excellent customer service and building long-lasting relationships with 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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2
IL
08/25/2022 - Present
LPL Financial LLC (MOLINE IL)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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