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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sisco is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 2004. Michael is registered as a registered representative and investment advisor representative in Iowa and Texas. Michael has passed the Series 7, Series 24, Series 52, Series 53 and Series 66 examinations and holds licenses in 32 states. Michael is a member of the Financial Industry Regulatory Authority (FINRA). Michael has experience with clients including high net worth individuals, corporations, individuals other than high net worth, pension and profit-sharing plans, charitable organizations and investment clubs. Michael and Paradigm Wealth Partners provide consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors, 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.
1
2
TX
01/02/2020 - Present
LPL Financial LLC (CUERO TX)
IA
11/28/2011 - 01/07/2020
SAGEPOINT FINANCIAL, INC. (DES MOINES IA)
IA
09/26/2007 - 12/07/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (WAUKEE IA)
CA
10/02/2006 - 08/29/2007
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (BURLINGAME CA)
IA
10/25/2004 - 10/03/2006
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
BOTH
Issued 07/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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