Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shawn Tivnan is a financial advisor with LPL Financial LLC in Worcester, MA. Michael has been in the financial services industry since 1998 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Michael holds the Series 6, 7, 26, 63, 65 and 66 licenses.
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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MA
09/06/2024 - Present
LPL Financial LLC (WORCESTER MA)
MA
10/01/2021 - 05/07/2024
CETERA ADVISOR NETWORKS LLC (WORCESTER MA)
MA
12/03/2013 - 09/16/2021
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
MA
05/28/2010 - 11/26/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (PLYMOUTH MA)
MA
06/15/2005 - 04/13/2010
WELLS FARGO ADVISORS, LLC (NORWELL MA)
TN
08/19/2003 - 04/26/2005
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
MA
01/22/2003 - 05/01/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
05/28/1997 - 06/21/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
10/25/1995 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
MA
08/13/1993 - 06/24/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/13/1993 - 06/24/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 10/24/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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