Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephen Myers is a financial advisor with over 27 years of experience in the financial services industry. Michael has been registered with LPL Financial LLC since October 2023. Previously, Michael was a registered representative with Securities America, Inc. Michael holds a Series 7, Series 24, and Series 63 license, and is also a Certified Financial Planner. Michael specializes in providing financial planning, investment management, and other non-discretionary advisory services to individuals, businesses, and charitable organizations.
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
OR
10/27/2023 - Present
LPL Financial LLC (PORTLAND OR)
OR
10/20/2017 - 10/26/2023
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
04/28/2006 - 10/20/2017
SII INVESTMENTS, INC. (PORTLAND OR)
OR
01/02/2001 - 04/28/2006
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
TX
07/10/2000 - 12/31/2000
NFP SECURITIES, INC. (AUSTIN TX)
OR
09/02/1998 - 07/10/2000
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
CA
11/24/1997 - 10/08/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NJ
11/07/1996 - 10/06/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
02/06/1996 - 10/01/1996
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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