Unclaimed
Michael Linke is a financial advisor with LPL Financial LLC. He is based in Tacoma, Washington. Michael has been in the financial services industry since 2007. He has held previous positions at CETERA ADVISOR NETWORKS LLC, Ameriprise Financial Services, Inc., and Morgan Stanley & Co., Incorporated. Michael is a registered representative with FINRA and holds Series 7, Series 31, and Series 63 licenses. He also has a Series 65 license, which allows him to provide investment advisory services. Michael is passionate about helping clients reach their financial goals and believes in building long-lasting relationships with his clients. He specializes in financial planning, portfolio management, and investment advice.
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
WA
02/16/2017 - Present
LPL Financial LLC (TACOMA WA)
WA
07/28/2011 - 02/03/2017
CETERA ADVISOR NETWORKS LLC (TACOMA WA)
WA
06/19/2008 - 11/25/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RENTON WA)
WA
11/01/2007 - 04/07/2008
MORGAN STANLEY & CO., INCORPORATED (TACOMA WA)
IA
Issued 09/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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