Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Obadiah Bennett is a financial advisor who has been in the industry since April 12, 2017. Michael is currently registered with LPL Financial LLC and has been with the firm since July 2021. Michael is licensed in Arizona, Texas, Utah and Wisconsin. Previously, Michael worked with Waddell & Reed, Inc. from November 2016 until July 2021. Michael has passed the Series 66, SIE, and Series 7 exams. Michael offers financial planning, pension consulting, and portfolio management for businesses and individuals.
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
UT
07/21/2021 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
04/13/2017 - 07/22/2021
WADDELL & REED (SALT LAKE CITY UT)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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