Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Climer is a financial advisor with over 45 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC in Charlotte, NC. Prior to joining LPL Financial LLC, Michael was a registered representative with WELLS FARGO CLEARING SERVICES, LLC in Charlotte, NC. Michael is also registered with the state of North Carolina and Texas as an investment advisor. Michael is dedicated to providing personalized financial advice to help clients reach their financial goals.
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
NC
09/06/2023 - Present
LPL Financial LLC (CHARLOTTE NC)
NC
09/25/2013 - 09/21/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
04/26/1993 - 09/27/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
06/18/1979 - 04/23/1993
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NA
01/20/1978 - 06/25/1979
INVESTORS FINANCIAL PLANNING, INC.
IA
Issued 07/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/27/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1980
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/09/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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