Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stevenson is a financial advisor with over 20 years of experience in the industry. Michael is a registered representative of LPL Financial LLC, a registered investment advisor, and holds licenses in multiple states. Prior to joining LPL Financial LLC, Michael was registered with Lincoln Financial Securities Corporation and Jefferson Pilot Securities Corporation. Michael has a variety of certifications including Series 4, Series 6, Series 7, Series 24, Series 52, Series 53, and Series 63. Michael's specializations include retirement planning, college savings, and investment management.
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
ME
09/10/2021 - Present
LPL Financial LLC (YORK ME)
NC
05/18/2007 - 08/21/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENSBORO NC)
NH
09/15/1998 - 02/15/2007
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
NH
10/13/2004 - 07/26/2006
WINDWARD SECURITIES CORPORATION (CONCORD NH)
RI
05/01/1996 - 06/03/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
01/03/1994 - 07/12/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2001
Series 4 - Registered Options Principal Examination
BC
Issued 06/03/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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