Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McFarland is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since March 17, 1989. Michael holds a Series 7, Series 63, Series 65, and SIE license. Michael is registered to provide investment advice in Arkansas, Florida, Georgia, Illinois, Iowa, Kentucky, Massachusetts, Michigan, Ohio, and Rhode Island. Michael is a Certified Financial Planner. Michael has previously worked at CUNA BROKERAGE SERVICES, INC., TRIAD ADVISORS LLC, QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES, INC., ING FINANCIAL PARTNERS, INC., WALNUT STREET SECURITIES, INC., PARK AVENUE SECURITIES LLC, PRUCO SECURITIES CORPORATION, THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, CORPORATE SECURITIES GROUP, INC., and PROFILE INVESTMENTS CORPORATION. Michael is a financial advisor at LPL Financial LLC.
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.
1
2
FL
05/19/2022 - Present
LPL Financial LLC (Punta Gorda FL)
FL
11/13/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PORT CHARLOTTE FL)
FL
02/01/2016 - 09/28/2018
TRIAD ADVISORS LLC (Lake Wales FL)
FL
12/01/2006 - 09/20/2007
QUESTAR CAPITAL CORPORATION (SEBRING FL)
FL
09/01/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (SEBRING FL)
CT
01/17/2002 - 09/07/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
08/16/2000 - 01/30/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/02/1999 - 08/02/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NJ
11/21/1989 - 09/03/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/21/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MO
04/25/1989 - 09/26/1989
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
11/25/1988 - 04/27/1989
PROFILE INVESTMENTS CORPORATION
BC
Issued 04/23/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1988
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
Not sure Michael McFarland is the right advisor for you? Invested Better is here to help.
