Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Brezovec is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC. Michael is a Registered Representative, licensed to provide investment advice in Maryland and Texas. Prior to joining LPL Financial LLC, Michael was with Ameriprise Financial Services, LLC. Michael has a strong background in the financial services industry, holding Series 7, 10, 24, 31, 63 and 65 licenses. Michael is dedicated to providing personalized financial advice to individuals and families, helping them achieve their financial goals.
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
MD
06/30/2023 - Present
LPL Financial LLC (GAITHERSBURG MD)
MD
10/05/2009 - 07/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Gaithersburg MD)
MD
12/15/1993 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ROCKVILLE MD)
IA
Issued 06/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 03/20/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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