Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Metcalf is a financial advisor with over 39 years of experience in the industry. Michael is currently registered with LPL Financial LLC in Spokane Valley, Washington. Michael has previously worked with Ameritas Investment Company, LLC, Fintegra, LLC, Ameritas Investment Corp., Guardian Investor Services Corporation, and New England Securities. Michael is registered in California, Idaho, Utah, and Washington as a broker and investment advisor representative. Michael holds the Series 6, 63, 65, 22, and SIE licenses.
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
WA
04/15/2021 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
06/29/2005 - 04/28/2021
AMERITAS INVESTMENT COMPANY, LLC (SPOKANE VALLEY WA)
MN
06/30/2004 - 06/08/2005
FINTEGRA, LLC (MINNEAPOLIS MN)
NE
04/06/1999 - 07/21/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
08/24/1992 - 04/07/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
03/11/1982 - 06/08/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/05/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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