Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carder is a financial professional with over 35 years of experience in the financial services industry. Michael has a strong background in various areas of finance, including investment management, financial planning, and securities trading. Michael is currently registered with LPL Financial LLC and has a Series 7, Series 24, Series 4, and Series 99TO licenses. Michael has previously worked with CADARET, GRANT & CO., INC., NEXT FINANCIAL GROUP, INC., CUSO FINANCIAL SERVICES, L.P., SORRENTO PACIFIC FINANCIAL, LLC, FSC SECURITIES CORPORATION, and CORPORATE BENEFIT SECURITIES, INC. Michael is dedicated to providing personalized financial advice and investment strategies tailored to meet each client's unique needs and 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
SC
02/17/2023 - Present
LPL Financial LLC (FORT MILL SC)
NY
10/13/2020 - 01/27/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
10/13/2020 - 01/27/2023
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
02/02/2016 - 01/27/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
02/02/2016 - 01/27/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
05/15/2008 - 11/18/2015
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/16/1995 - 05/08/2008
FSC SECURITIES CORPORATION (CARLSBAD CA)
CA
09/17/1988 - 08/16/1995
CORPORATE BENEFIT SECURITIES, INC. (MISSION VIEJO CA)
NY
08/19/1986 - 08/02/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 08/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/09/1991
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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