Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Butsko is a financial advisor with LPL Financial LLC in TEMECULA, CA. Michael has been in the securities industry since August 10, 1992. Michael is registered with the state of California, as well as Connecticut, Florida, Maryland, Montana, Nevada, Oregon, South Dakota and Washington. Michael has also been registered with WELLS FARGO CLEARING SERVICES, LLC and PRUDENTIAL SECURITIES INCORPORATED. Michael has passed the Series 63, Series 10, Series 9, SIE, and Series 7 exams. Michael holds designations as a Certified Financial Planner. Michael is licensed to provide investment advice.
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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CA
05/11/2018 - Present
LPL Financial LLC (TEMECULA CA)
CA
07/01/2003 - 05/15/2018
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
NY
11/02/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
08/11/1992 - 11/03/2000
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
BC
Issued 08/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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