Unclaimed
Michael Scott Reiter is a financial advisor with LPL Financial LLC. Michael is a registered investment advisor and has been in the financial industry since 1998. Michael's previous experience includes working at J.P.Morgan Securities Inc. and Investors Capital Corp. Michael has a diverse background and is well-equipped to serve a variety of clients. Michael holds a Series 6, 7, 24, 63 and 65 securities licenses. Michael has held licenses in several states including, but not limited to, Arizona, California, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Virginia and Wisconsin. Michael is committed to providing personalized financial advice to help clients achieve their financial goals.
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
MA
03/03/2009 - Present
LPL Financial LLC (SWAMPSCOTT MA)
MA
07/26/1999 - 12/17/2008
J.P.MORGAN SECURITIES INC. (BOSTON MA)
MA
10/21/1998 - 09/27/1999
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
IA
Issued 02/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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