Unclaimed
Michael Blankenbecler is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Michael has been in the financial industry since August 11, 1999 and is currently registered in Ohio. Michael has several previous roles at different firms, including Prosper Financial Services, Inc., LPL Financial LLC, and Lincoln Financial Advisors Corporation. Michael specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisers. Michael also provides portfolio management for businesses and 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.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
11/16/2015 - Present
Cambridge Investment Research Advisors, Inc. (Gahanna OH)
OH
06/03/2013 - 11/18/2015
PROSPERA FINANCIAL SERVICES, INC. (WORTHINGTON OH)
OH
07/05/2001 - 06/19/2013
LPL FINANCIAL LLC (WORTHINGTON OH)
IN
08/12/1999 - 07/11/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/12/1999 - 07/11/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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