Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lloyd Farah is a financial advisor with over 23 years of experience in the industry. Michael has a Series 6 license and has passed the Securities Industry Essentials Examination. Michael currently works at LPL Financial LLC in Jacksonville, Florida. Previously, Michael worked at OSAIC WEALTH, INC. and FORESTERS EQUITY SERVICES, INC. Michael specializes in providing financial planning, consulting, and other non-discretionary advisory services to individuals, businesses, 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
FL
10/02/2023 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
11/21/2018 - 10/04/2023
OSAIC WEALTH, INC. (JACKSONVILLE FL)
CA
01/03/2013 - 11/08/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
FL
01/31/2007 - 11/16/2012
ING FINANCIAL PARTNERS, INC. (JACKSONVILLE FL)
FL
10/01/2002 - 02/02/2007
AMERICAN GENERAL SECURITIES INCORPORATED (JACKSONVILLE FL)
TX
12/16/1998 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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