Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Victory is a financial advisor who is registered with the state of Texas and Wisconsin. Michael has been in the industry since July 31, 2011. Michael has a current employment with LPL Financial LLC. Michael is also registered with FINRA and is an active member of the Securities Industry and Financial Markets Association (SIFMA). Michael has worked for Zone Trading Partners, LLC in Austin, Texas. Michael has a series 66, 63, 7, 55 and SIE. Michael's primary areas of specialization include: Investment advisory, financial planning, estate planning, retirement planning and insurance planning.
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
TX
03/24/2022 - Present
LPL Financial LLC (CLEBURNE TX)
TX
02/11/2004 - 04/28/2004
ZONE TRADING PARTNERS, LLC (AUSTIN TX)
BOTH
Issued 11/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2004
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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