Unclaimed
Michael Chinn is a financial advisor with over 23 years of experience in the industry. Michael is currently registered with LPL Financial LLC and is licensed to provide investment advice in Texas and Virginia. Michael has previously worked with Nationwide Securities, LLC, 1717 Capital Management Company, and Morgan Stanley DW Inc. Michael holds the Series 7, Series 31, and Series 63 licenses. Michael has also passed the SIE and Series 65 examinations. Michael specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit sharing plans.
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
VA
01/08/2020 - Present
LPL Financial LLC (SUFFOLK VA)
VA
08/01/2008 - 01/14/2020
NATIONWIDE SECURITIES, LLC (GLEN ALLEN VA)
VA
03/09/2004 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (VIRGINIA BEACH VA)
NY
10/06/1997 - 01/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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