Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wilbur is a financial advisor who is currently registered with LPL Enterprise, LLC. Michael has over 6 years of experience in the financial services industry. Michael has a Series 66 license and a Series 7 license. Michael's current employment with LPL Enterprise, LLC began in November 2024. Michael was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, where Michael's registration ended in March 2022. Michael has a combined total of 7 years of experience in the industry, including employment with LPL Enterprise, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pruco Securities LLC, The Prudential Insurance Company of America, Bank of America, N.A., Rhode Island College, United States Airforce, L-3 unidyne and other organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
RI
11/14/2024 - Present
LPL Enterprise, LLC (WARWICK RI)
RI
05/12/2017 - 03/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 06/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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