Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mailey is a financial advisor with LPL Financial LLC, with offices in Bay Harbor Islands, FL. Michael has been in the financial industry since 2009, with prior experience at Allianz Life Financial Services, LLC, FS Investment Solutions, LLC and Pacer Financial, Inc. Michael's areas of expertise include providing financial planning, portfolio management for individuals and businesses, and consulting services.
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
FL
06/15/2021 - Present
LPL Financial LLC (BAY HARBOR ISLANDS FL)
MN
01/23/2019 - 11/16/2020
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
PA
10/29/2012 - 01/24/2019
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
PA
12/04/2008 - 04/12/2012
PACER FINANCIAL, INC. (MALVERN PA)
IA
Issued 03/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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