Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Taverner is a financial advisor registered with LPL Financial LLC. Michael has been in the financial services industry since March 2006. Michael holds the Series 7 and Series 66 licenses. Michael has experience with Ameriprise Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc. Michael’s office is located in Branford, CT.
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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2
CT
06/13/2019 - Present
LPL Financial LLC (BRANFORD CT)
CT
10/30/2015 - 06/21/2019
AMERIPRISE FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
CT
06/01/2009 - 11/05/2015
MORGAN STANLEY (WEST HARTFORD CT)
CT
11/14/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
CT
03/21/2006 - 11/24/2008
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 04/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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