Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mezmar is a financial advisor associated with LPL Financial LLC and has been in the industry since 1984. Michael has a wide range of experience, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Waddell & Reed, Inc.. Michael has a strong record of success in the financial services industry, and is committed to providing his clients with the highest level of service and expertise. Michael has a passion for helping individuals and families achieve their financial goals.
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
TX
07/24/2002 - Present
LPL Financial LLC (HARLINGEN TX)
NY
12/10/1997 - 08/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KS
06/20/1984 - 11/25/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/21/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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