Unclaimed
Michael Y. Hatchell is a financial advisor with LPL Financial LLC, working out of their Kaneohe, HI office. Michael has been in the financial services industry since 2011. He is licensed to provide investment advice in Hawaii and Texas. Michael also has a series 6, 7, 63 and 65 license. Prior to joining LPL Financial LLC, Michael worked for CETERA INVESTMENT SERVICES LLC and METLIFE SECURITIES INC. In addition to working with individuals, Michael also works with businesses and institutions.
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
HI
03/18/2019 - Present
LPL Financial LLC (KANEOHE HI)
HI
01/19/2018 - 02/21/2019
CETERA INVESTMENT SERVICES LLC (HONOLULU HI)
HI
06/03/2015 - 01/24/2018
LPL FINANCIAL LLC (HONOLULU HI)
HI
01/02/2015 - 05/29/2015
METLIFE SECURITIES INC. (HONOLULU HI)
HI
09/19/2011 - 01/02/2015
NEW ENGLAND SECURITIES (Honolulu HI)
IA
Issued 08/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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