Unclaimed
Michael Selby is a financial advisor with over 38 years of experience in the industry. He is currently registered with LPL Financial LLC and has offices in Fair Oaks and Folsom, California. Previously, Michael was a registered representative with CUSO Financial Services, L.P., LPL Financial LLC, XCU Capital Corporation, Inc., and Financial Network Investment Corporation. Michael holds Series 63, SIE, and Series 7 licenses. He specializes in providing financial planning, investment advisory, and portfolio management services to individuals, corporations, and other businesses. Michael has a deep understanding of the financial markets and a commitment to providing his clients with personalized and comprehensive financial solutions.
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
CA
02/04/2021 - Present
LPL Financial LLC (FAIR OAKS CA)
CA
02/01/2011 - 02/09/2021
CUSO FINANCIAL SERVICES, L.P. (Fair Oaks CA)
CA
09/19/2007 - 02/22/2011
LPL FINANCIAL LLC (RANCHO CORDOVA CA)
CA
11/08/2002 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (MATHER CA)
CA
03/22/1994 - 11/07/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
07/28/1988 - 04/21/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
04/01/1986 - 05/19/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
04/23/1986 - 02/02/1988
GAF FINANCIAL AND INSURANCE SERVICES
NA
09/21/1984 - 04/07/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/03/1983 - 09/18/1984
EQUITEC SECURITIES COMPANY
BC
Issued 09/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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