Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eckholdt is a financial advisor with LPL Financial LLC, based in Franklin, TN. Michael has been in the financial services industry since 2007. He holds the Series 6, 7, and 66 licenses. Michael previously worked for Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, CETERA ADVISOR NETWORKS LLC, WADDELL & REED, BBVA SECURITIES INC., and WELLS FARGO ADVISORS, LLC. Michael is also a licensed Enrolled Agent. Michael offers a variety of financial planning services, including portfolio management, retirement planning, and insurance.
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
TN
02/04/2021 - Present
LPL Financial LLC (FRANKLIN TN)
CA
05/27/2016 - 02/08/2021
EDWARD JONES (MURRIETA CA)
CA
10/08/2014 - 05/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOOTHILL RANCH CA)
CA
07/08/2014 - 10/09/2014
CETERA ADVISOR NETWORKS LLC (MURRIETA CA)
CA
03/17/2014 - 06/13/2014
WADDELL & REED (RIVERSIDE CA)
CA
09/12/2013 - 03/14/2014
BBVA SECURITIES INC. (RIVERSIDE CA)
CA
11/27/2012 - 07/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUN CITY CA)
CA
06/28/2010 - 11/06/2012
EDWARD JONES (WILDOMAR CA)
CA
05/15/2007 - 01/12/2010
WELLS FARGO ADVISORS, LLC (HEMET CA)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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