Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Henderson is a financial advisor at Independent Advisor Alliance, LLC. Michael has been a registered representative for over 20 years and has experience in providing financial planning and portfolio management services. Michael also provides financial planning and portfolio management services through Crossover Point Advisors, which is a DBA for Michael's LPL Financial business. Michael is a Certified Financial Planner and holds Series 7, Series 24, Series 63 and Series 66 licenses. Michael is committed to providing his clients with personalized financial advice and strategies to help 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/03/2020 - Present
Independent Advisor Alliance, LLC (Maitland FL)
FL
03/27/2009 - 03/20/2019
LPL FINANCIAL LLC (LAKE MARY FL)
FL
04/20/2005 - 03/30/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
MN
05/17/1999 - 04/21/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/17/1999 - 04/21/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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