Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Costello is a financial advisor who has been in the industry since 2018. Michael currently works with LPL Financial LLC and provides financial advice to clients of various types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael has held previous positions with TD Ameritrade, Inc., AXA Advisors, LLC and M&T Bank. Michael is registered in several states, including Alabama, Arizona, Connecticut, Florida, Illinois, Maryland, New Mexico, New York, North Carolina, Virginia, and Washington. Michael holds several securities licenses, including Series 7, Series 63, and Series 66.
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
NY
10/28/2022 - Present
LPL Financial LLC (HAMBURG NY)
NY
02/20/2019 - 01/11/2021
TD AMERITRADE, INC. (Amherst NY)
NY
05/07/2014 - 03/15/2017
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 03/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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