Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Farquharson is a financial advisor with over 20 years of experience in the industry. Michael currently works with LPL Financial LLC. Michael has a wide range of experience, having previously worked with M&T Securities, Inc., Santander Securities LLC, and CCO Investment Services Corp. Michael specializes in financial planning and investment management for both individuals and businesses. Michael also provides portfolio management for pooled investment vehicles, pension consulting, and selection of other advisors.
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
DE
06/22/2021 - Present
LPL Financial LLC (WILMINGTON DE)
PA
04/16/2013 - 06/09/2021
M&T SECURITIES, INC. (SOUTH HAMPTON PA)
PA
09/19/2012 - 04/10/2013
SANTANDER SECURITIES LLC (CONSHOHOCKEN PA)
PA
04/20/2009 - 09/19/2012
LPL FINANCIAL LLC (YARDLEY PA)
PA
01/09/2009 - 03/30/2009
CCO INVESTMENT SERVICES CORP. (PHILADELPHIA PA)
PA
05/27/2008 - 02/02/2009
LPL FINANCIAL CORPORATION (CHELTENHAM PA)
PA
01/19/2001 - 05/27/2008
IFMG SECURITIES, INC. (PHILADELPHIA PA)
RI
12/10/1997 - 12/19/2000
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
IA
Issued 11/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/07/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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