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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael MacFarlane is a financial advisor with LPL Financial LLC. Michael has been working in the financial industry since 2003. Michael has a Series 6, 7, 9, 26, 63, and 66 license. Michael is registered in 18 states including California, Texas, New York, and Utah. Michael has worked for Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company. Michael is currently registered as a Registered Representative and Investment Advisor Representative with LPL Financial LLC. Michael is a Certified Financial Planner. Michael has a wide range of experience and expertise in the financial industry and is dedicated to providing his clients with the best possible service.
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
CA
09/17/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 07/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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