Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morelock is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with LPL Financial LLC in Glen Allen, Virginia. Michael has held previous roles at several firms including Infinex Investments, Inc., Wells Fargo Advisors, LLC, Wachovia Securities, Inc., Wachovia Brokerage Service, First Union Brokerage Services, Inc., and Signet Financial Services, Inc. Michael is a licensed investment advisor and is registered in several states including California, Florida, North Carolina, South Carolina, Virginia, and Wisconsin.
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
VA
09/19/2011 - Present
LPL Financial LLC (GLEN ALLEN VA)
VA
10/06/2009 - 09/22/2011
INFINEX INVESTMENTS, INC. (MECHANICSVILLE VA)
VA
06/15/2002 - 10/02/2009
WELLS FARGO ADVISORS, LLC (ASHLAND VA)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
10/28/1999 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NC
02/18/1998 - 10/25/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
09/08/1995 - 02/04/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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