Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Candee is a financial advisor registered with LPL Financial LLC. Michael has been in the industry for over 30 years and has experience with a wide range of financial services, including investment advisory, securities brokerage, and insurance. Michael is licensed to provide financial advice in several states, including Georgia, South Carolina, Florida, and North Carolina. Michael has previously worked with Investment Professionals, Inc. and Invest Financial 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.
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2
SC
02/14/2018 - Present
LPL Financial LLC (EASLEY SC)
SC
12/02/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (EASLEY SC)
SC
11/07/2014 - 12/01/2015
INVESTMENT PROFESSIONALS, INC. (EASLEY SC)
SC
08/05/2008 - 11/07/2014
SYNOVUS SECURITIES, INC. (GREENVILLE SC)
SC
12/13/2002 - 08/01/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENVILLE SC)
MO
10/01/2000 - 01/13/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
05/04/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
02/14/2000 - 05/16/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
05/28/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NY
04/01/1996 - 05/09/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NC
01/23/1994 - 04/01/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
04/07/1993 - 11/05/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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