Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Farmer is a financial advisor in Worcester, Massachusetts. Michael has been in the industry for over 20 years. Michael is a Certified Financial Planner and is registered with both FINRA and the State of Massachusetts. Michael is currently employed with Integrated Wealth Concepts LLC and Lincoln Financial Advisors. Michael provides investment advisory services through Integrated Wealth Concepts LLC, which is an independent investment advisor firm separate from and independent of LPL Financial. Michael's clients include individuals, high-net-worth individuals, corporations, and charitable organizations. Michael offers a wide range of financial planning and investment management services.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
MA
01/18/2017 - Present
Integrated Wealth Concepts LLC (Worcester MA)
MA
12/04/2003 - 01/25/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (WORCESTER MA)
IN
12/04/2003 - 05/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/21/2000 - 12/09/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 08/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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