Unclaimed
Michael Robert Gatrell is a financial advisor with LPL Financial LLC. Michael has been in the financial industry for over 15 years. Michael holds Series 7, 24, 63, and 66 licenses. Michael is registered in several states including Arkansas, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Missouri, Montana, Nevada, New Jersey, Ohio, and Texas. Michael provides financial planning and investment advice to individuals, businesses, and retirement plans. Michael is also a registered representative with LPL Financial LLC. Michael is committed to providing his clients with personalized financial advice and investment solutions.
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
MO
10/01/2020 - Present
LPL Financial LLC (SAINT CHARLES MO)
MO
02/15/2007 - 12/03/2007
SWS FINANCIAL SERVICES (BRIDGETON MO)
BOTH
Issued 01/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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