Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Barclift is a financial advisor at LPL Financial LLC in Chesapeake, VA. Michael has been in the financial services industry since 2004. Michael is registered with FINRA and the Securities and Exchange Commission (SEC). Michael has a wide range of experience in providing financial advice to individuals, families, and businesses.
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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VA
07/21/2021 - Present
LPL Financial LLC (CHESAPEAKE VA)
VA
12/10/2018 - 07/21/2021
WADDELL & REED (VIRGINIA BEACH VA)
VA
05/23/2013 - 10/05/2018
CHARLES SCHWAB & CO., INC. (Virginia Beach VA)
VA
06/08/2010 - 05/14/2013
WADDELL & REED, INC. (VIRGINIA BEACH VA)
VA
04/01/2009 - 05/12/2010
MICG INVESTMENT MANAGEMENT, LLC (NORFOLK VA)
VA
05/28/2004 - 04/13/2009
FIRST COMMAND FINANCIAL PLANNING, INC. (VIRGINIA BEACH VA)
IA
Issued 12/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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