Unclaimed
Michael Starensier is a financial advisor with LPL Financial LLC, a large broker-dealer and Registered Investment Advisor. Michael has been in the industry since 2006 and is currently licensed in 53 states and the District of Columbia. He has a wide range of experience in the financial services industry, having worked with MML Investors Services, LLC, MSI Financial Services, Inc., UBS Financial Services Inc. and Vanguard Marketing Corporation.
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
SC
09/05/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/25/2017 - 08/14/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
02/21/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
12/18/2012 - 03/11/2013
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
07/27/2007 - 11/28/2012
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
09/02/2005 - 06/19/2007
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 07/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2018
Series 4 - Registered Options Principal Examination
BC
Issued 05/11/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/02/2016
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 08/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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