Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Patrick Ertel is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC. He is a Series 7, Series 6 and Series 66 licensed professional. Previously, Michael was affiliated with MML Investors Services, LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company.
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
MD
05/10/2012 - Present
LPL Financial LLC (COLUMBIA MD)
MD
07/16/2008 - 02/02/2012
MML INVESTORS SERVICES, LLC (COLUMBIA MD)
MD
12/02/1998 - 02/27/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (COLUMBIA MD)
IN
12/02/1998 - 04/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
08/16/1991 - 01/03/1994
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
08/16/1991 - 01/03/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
MA
08/23/1990 - 06/18/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/23/1990 - 06/18/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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