Unclaimed
Michael Ray Haskins is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC. Michael's previous experience includes working with Independent Financial Group, LLC, Waterstone Financial Group, Inc., Consumer Concepts Investments, Inc., World Group Securities, Inc., and WMA Securities, Inc. Michael holds the Series 63, Series 24, Series 6TO, SIE, and Series 7 licenses. Michael is also registered with the states of Florida, Michigan, Nevada, Ohio, and Pennsylvania. Michael specializes in providing financial advice to individuals, businesses, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and investment 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.
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
OH
08/24/2021 - Present
LPL Financial LLC (STRONGSVILLE OH)
OH
08/21/2009 - 08/24/2021
INDEPENDENT FINANCIAL GROUP, LLC (STRONGSVILLE OH)
OH
06/08/2006 - 08/21/2009
WATERSTONE FINANCIAL GROUP, INC. (STRONGSVILLE OH)
OH
05/10/2002 - 05/30/2006
CONSUMER CONCEPTS INVESTMENTS, INC. (STRONGSVILLE OH)
GA
04/12/2002 - 05/10/2002
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/29/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 12/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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