Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Milbee is a financial advisor at LPL Financial LLC, located in Hartsville, SC. Michael has been in the financial industry since 2006, and has held previous roles with WADDELL & REED, LEGG MASON INVESTOR SERVICES, LLC, MORGAN STANLEY & CO., INCORPORATED, MORGAN STANLEY DW INC. and OPPENHEIMER & CO. INC. Michael holds the Series 63, Series 65, Series 7, Series 31 and SIE licenses and is a Certified Financial Planner. Michael Milbee's team provides a variety of financial advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.
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
SC
07/21/2021 - Present
LPL Financial LLC (HARTSVILLE SC)
SC
12/12/2008 - 07/21/2021
WADDELL & REED (HARTSVILLE SC)
CT
09/20/2007 - 08/18/2008
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
04/02/2007 - 08/22/2007
MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)
NY
02/06/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/03/2005 - 01/03/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
IA
Issued 03/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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