Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Speakman is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since 2012 and has a Series 63 and Series 7 license as well as the SIE exam. Michael is also a Certified Financial Planner. Michael has worked with National Planning Corporation, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Michael is registered in 35 states and has a current employment history with LPL Financial LLC.
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
PA
07/09/2019 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
07/20/2017 - 11/29/2017
NATIONAL PLANNING CORPORATION (PITTSBURGH PA)
NC
07/11/2012 - 07/31/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 07/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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