Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leon Witte is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with LPL Financial LLC in SANTA ANA, CA. Prior to joining LPL Financial LLC, Michael has held positions at several other firms including Silber Bennett Financial, Inc., Great Circle Financial, Empire Securities Corporation, AFA Financial Group, LLC, and FSC Securities Corporation. Michael holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Michael specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
CA
03/23/2017 - Present
LPL Financial LLC (SANTA ANA CA)
CA
04/30/2013 - 01/30/2017
SILBER BENNETT FINANCIAL, INC. (ENCINO CA)
NV
04/26/2010 - 05/01/2013
GREAT CIRCLE FINANCIAL (RENO NV)
CA
01/15/2010 - 04/27/2010
EMPIRE SECURITIES CORPORATION (EL SEGUNDO CA)
CA
11/29/2006 - 12/02/2009
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
CA
12/17/2003 - 11/27/2006
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
GA
02/10/2000 - 12/18/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
08/24/1983 - 04/05/1991
BANKERS MORTGAGE SECURITIES CORPORATION
IA
Issued 09/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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