Unclaimed
Michael Labedz is a financial advisor with LPL Financial LLC, based in Fort Myers, FL. Michael is licensed in a number of states and has a wealth of experience in the financial industry, having been involved since 1996. Michael has worked with a variety of financial firms throughout his career, including OSAIC WEALTH, INC., WOODBURY FINANCIAL SERVICES, INC., and MONY SECURITIES CORPORATION.
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.
1
2
FL
04/30/2024 - Present
LPL Financial LLC (Fort Myers FL)
FL
01/19/2024 - 05/02/2024
OSAIC WEALTH, INC. (Fort Myers FL)
FL
03/17/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Fort Myers FL)
IL
05/24/2005 - 03/30/2015
LPL FINANCIAL LLC (DARIEN IL)
NY
03/07/2003 - 05/26/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
PA
08/23/2001 - 03/06/2003
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
03/20/1996 - 08/23/2001
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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