Unclaimed
Michael Otradovec is a financial advisor at LPL Financial LLC. Michael has over 15 years of experience in the financial services industry. Michael has a Series 6, Series 7, Series 63, and Series 65 licenses. Michael provides financial planning, investment management, and retirement planning services to individuals, families, and businesses. Michael is also a registered representative with LPL Financial LLC, a member of FINRA and SIPC.
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
AZ
10/02/2024 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
03/25/2017 - 07/24/2017
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
12/11/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
02/27/2014 - 12/15/2015
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
09/03/2008 - 03/14/2014
NEW ENGLAND SECURITIES (PHOENIX AZ)
IA
Issued 09/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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