Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Clements is a financial advisor at LPL Financial LLC. Michael has over 23 years of experience in the financial services industry. Michael holds the Series 7, Series 24, Series 63 and Series 65 licenses and the SIE certification. Michael is registered to provide investment advice in 41 states. Michael also has experience with Securian Financial Services, Inc., and Carillon Investments, Inc. Michael specializes in financial planning, portfolio management, and non-variable insurance.
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
OH
03/16/2023 - Present
LPL Financial LLC (TOLEDO OH)
OH
10/04/2004 - 04/14/2023
SECURIAN FINANCIAL SERVICES, INC. (TOLEDO OH)
OH
05/31/2002 - 09/21/2004
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MN
11/16/1999 - 06/03/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 03/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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