Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael W. Hobbs is a financial advisor with Keystone Financial Group, LLC in Lexington, KY. Michael has been in the financial services industry since 2008. Michael is registered with the state of Kentucky. Michael has a Series 66 and a Series 7 license, along with other licenses and designations. Michael is a Certified Financial Planner (CFP). Michael offers financial planning and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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KY
01/30/2019 - Present
Keystone Financial Group, LLC (LEXINGTON KY)
KY
04/02/2008 - 04/10/2019
LPL FINANCIAL LLC (ASHLAND KY)
BOTH
Issued 04/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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