Unclaimed
Michael Robbins is a financial advisor with LPL Financial LLC. Michael has been in the industry since 2001 and is registered with FINRA and the state of South Carolina. Michael is a licensed Series 6, 7, 31, 53, 55, 87, 24, 4, and 66 advisor. Michael has previously worked for UVEST Financial Services Group, Inc., INVEST Financial Corporation, GunnAllen Financial, Inc, PRUCO Securities Corporation, and Franklin/Templeton Distributors, Inc. Michael is a highly experienced financial advisor who can help clients 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
FL
01/11/2017 - Present
LPL Financial LLC (TAMPA FL)
NC
04/27/2010 - 04/24/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
FL
06/19/2006 - 03/19/2007
INVEST FINANCIAL CORPORATION (TAMPA FL)
FL
03/08/2004 - 06/19/2006
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NJ
08/12/2003 - 11/12/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CA
06/18/1997 - 07/30/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 08/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/30/2004
Series 4 - Registered Options Principal Examination
BC
Issued 07/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2005
Series 3 - National Commodity Futures Examination
BC
Issued 11/24/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/22/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Robbins is the right advisor for you? Invested Better is here to help.