Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Birkle is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 1990. Michael has a wide range of experience, including working with clients of all ages and income levels. Michael is committed to providing his clients with personalized financial advice and guidance. Michael has been registered with the state of Michigan since 1991. Michael has also been registered with the state of Florida since 2024. Michael is a Certified Financial Planner™ professional.
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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MI
05/01/2024 - Present
LPL Financial LLC (ANN ARBOR MI)
MI
01/18/2006 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (ANN ARBOR MI)
MA
03/31/1999 - 01/12/2006
MUTUAL SERVICE CORPORATION (BOSTON MA)
MI
01/03/2006 - 01/03/2006
CROWN CAPITAL SECURITIES, L.P. (ANN ARBOR MI)
CA
12/17/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BOTH
Issued 11/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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