Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Massoud is a financial advisor with LPL Financial LLC and has been in the industry since 1997. Michael has a broad range of experience and is licensed to provide financial advice in several states, including New York and South Dakota. Michael provides financial planning, pension consulting and portfolio management for both individuals and businesses.
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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NY
09/01/2022 - Present
LPL Financial LLC (NEW HARTFORD NY)
NY
09/13/2007 - 01/30/2015
CADARET, GRANT & CO., INC. (NEW HARTFORD NY)
NY
04/26/2002 - 09/12/2007
LEIGH BALDWIN & CO., LLC (UTICA NY)
NC
04/02/2002 - 04/15/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
SC
07/20/2001 - 04/03/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
09/24/1999 - 07/19/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/24/1999 - 07/19/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
SC
05/09/1997 - 09/29/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 09/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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