Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Holder is a financial advisor with over 25 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC and holds licenses in multiple states including Missouri, Kansas and Texas. Michael has a strong background in both brokerage and investment advisory services, having worked for various firms throughout his career. Michael specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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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2
MO
08/16/2023 - Present
LPL Financial LLC (Chesterfield MO)
MO
03/01/2001 - 08/16/2023
COMMERCE BROKERAGE SERVICES, INC. (Chesterfield MO)
MO
04/16/1999 - 03/06/2001
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
10/14/1998 - 02/18/1999
FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)
NY
01/14/1998 - 10/02/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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