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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Costelloe is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Michael has worked for multiple firms over the years and has a wide range of experience. Michael is a Certified Financial Planner™ professional and offers a variety of services to clients including financial planning, portfolio management, and investment advice. Michael is also a registered representative in 18 states and holds Series 6, 7, 24, 63, and 65 licenses. Michael is committed to providing his clients with personalized financial advice and helping them 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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NV
11/25/2019 - Present
LPL Financial LLC (RENO NV)
NV
06/15/2009 - 12/10/2019
H. BECK, INC. (RENO NV)
NV
09/19/2006 - 06/26/2009
INTERSECURITIES, INC. (RENO NV)
NV
05/21/1990 - 09/05/2006
WADDELL & REED, INC. (RENO NV)
IA
Issued 07/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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