Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tanner is a registered representative and investment advisor representative with LPL Financial LLC. Michael has been in the securities industry since August 3, 1998, and has been with LPL Financial LLC since July 2009. Michael is registered with the state of Florida, Illinois, Kansas, North Carolina, and Pennsylvania. Michael is also registered with FINRA as a Registered Representative. Michael has passed the Series 66, Series 7, and SIE examinations. Michael specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Michael also provides consulting and other non-discretionary advisory services.
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
FL
07/09/2009 - Present
LPL Financial LLC (WINTER HAVEN FL)
FL
08/04/1998 - 07/07/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKELAND FL)
BOTH
Issued 08/21/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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