Unclaimed
Michael Scott Dubensky is an Investment Advisor Representative associated with LPL Financial LLC and has been in the industry since June 11, 1998. Michael has experience with USAA Financial Advisors, Inc. and USAA Investment Management Company. Michael holds the Series 63, 65, 7, 24, 52TO and SIE licenses. Michael is registered in 26 states and the District of Columbia. Michael's office is located at 19707 IH10 WEST, SUITE 108 in San Antonio, TX.
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.
1
2
TX
10/24/2016 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
09/20/2005 - 10/27/2016
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
06/12/1998 - 09/21/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 10/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/15/1999
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 06/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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