Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ryan Sharpe has been in the financial industry since May 1999. Michael is a Registered Representative and Investment Advisor Representative and is currently affiliated with IP Financial Advisory Services LLC. The firm's main office is in Charlotte, NC. Michael offers a range of financial planning and investment advisory services for individuals and businesses. Before joining IP Financial Advisory Services LLC, Michael worked for various financial institutions, including LPL Financial LLC, Matrix Capital Group, Inc., Mutual of Omaha Investor Services, Inc., Grant Williams L.P., Key Investment Services LLC, McDonald Investments Inc., and Intersecurities, Inc.. Michael holds the Series 6, 7, 9, 10, 24, 63, and 66 licenses.
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.
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 services to qualified retirement plans
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.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
NC
05/03/2023 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
OH
01/21/2015 - 02/13/2018
LPL FINANCIAL LLC (CLEVELAND OH)
NY
04/24/2013 - 12/31/2014
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
NE
05/30/2012 - 02/08/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
PA
05/17/2010 - 05/23/2011
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
OH
02/20/2007 - 07/22/2009
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
05/09/1997 - 02/20/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
FL
02/05/1996 - 02/07/1997
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IL
02/09/1994 - 02/02/1996
PRODUCT DISTRIBUTORS, INC. (SCHAUMBURG IL)
FL
03/16/1992 - 02/10/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 04/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/26/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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