Unclaimed
Michael Sackett is a financial advisor at LPL Financial LLC, a firm that manages more than $50 billion in assets. Michael has been in the financial industry since 1988. Michael is registered in multiple states including Louisiana, Texas, Alabama, California, Florida, Idaho, Michigan, Mississippi, New York, and has been a registered representative since 1995. Michael specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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
LA
01/13/2011 - Present
LPL Financial LLC (METAIRIE LA)
FL
02/21/2006 - 03/22/2006
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
MD
02/18/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/17/1996 - 12/23/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/09/1988 - 06/17/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/08/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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