Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Trotter is a financial advisor with over 16 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC and LPL Enterprise, LLC. Michael has a strong track record of providing comprehensive financial planning and investment advice to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals through a personalized approach that takes into account their individual needs and circumstances. Michael holds the Series 6, 7, 26, 99, and SIE licenses. Michael is also a Registered Representative of LPL Financial.
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
01/03/2024 - Present
LPL Financial LLC (FORT MILL SC)
CT
08/30/2022 - 01/02/2024
VOYA INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
IA
10/27/2010 - 01/02/2024
VOYA FINANCIAL PARTNERS, LLC (Altoona IA)
IA
10/26/2010 - 01/02/2024
VOYA FINANCIAL ADVISORS, INC. (Altoona IA)
IA
01/24/2012 - 12/31/2020
SLD AMERICA EQUITIES, INC. (DES MOINES IA)
IA
01/24/2012 - 07/16/2018
DIRECTED SERVICES LLC (DES MOINES IA)
IA
01/24/2012 - 11/29/2016
VOYA RETIREMENT ADVISORS, LLC (DES MOINES IA)
IA
01/24/2012 - 03/04/2014
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (DES MOINES IA)
IA
02/08/2007 - 10/19/2010
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 05/07/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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