Unclaimed
Michael Shaun Hazelbaker is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 1993 and holds the Series 7, 63, and 65 securities licenses as well as the Series 24 Principal license. Michael is registered to offer securities and investment advisory services in 23 states. Before joining LPL Financial LLC, Michael worked for Walnut Street Securities, Inc. Michael specializes in providing a range of financial services to individuals, families, and businesses. He has experience in financial planning, portfolio management, and retirement planning. Michael is committed to providing personalized advice and services to help his 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
TX
04/15/2005 - Present
LPL Financial LLC (DALLAS TX)
CA
07/26/1993 - 04/20/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 12/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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