Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Powers is a financial advisor with over 27 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC in New Jersey and New York. Prior to joining LPL Financial LLC, Michael held positions with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., SUMMIT FINANCIAL SERVICES GROUP, INC., FISERV INVESTOR SERVICES, INC., PNC BROKERAGE CORP, L.C. WEGARD & CO., INC., and PNC SECURITIES CORP. Michael holds a Series 7, Series 24, Series 63 and Series 65 licenses. Michael also holds the Certified Financial Planner designation.
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
NY
11/01/2022 - Present
LPL Financial LLC (SCHENECTADY NY)
NJ
10/20/2004 - 05/16/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (HADDONFIELD NJ)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
10/21/1998 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
05/29/1998 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
PA
11/09/1995 - 02/04/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
10/03/1994 - 09/27/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
PA
07/26/1994 - 09/09/1994
PNC SECURITIES CORP (PITTSBURGH PA)
IA
Issued 05/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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