Unclaimed
Michael Vincent Sansone is a financial advisor with LPL Financial LLC in Moline, Illinois. Michael has been in the financial services industry since 2011 and has a broad range of experience serving individuals, families, and businesses. Michael specializes in retirement planning, investment management, and financial planning. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63, and 66 licenses. Michael is also registered with the State of Illinois as an Investment Advisor Representative (IAR).
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
IL
09/30/2024 - Present
LPL Financial LLC (MOLINE IL)
IA
01/18/2019 - 02/08/2023
MORGAN STANLEY (Davenport IA)
IL
09/30/2011 - 11/14/2018
COUNTRY CAPITAL MANAGEMENT COMPANY (Moline IL)
BOTH
Issued 02/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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