Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michal? Claim Your ProfileMichal Slate is a financial advisor with LPL Financial LLC. Michal has been in the financial industry since 2006 and has held various roles at different firms, including Next Financial Group, Inc., Cetera Investment Services LLC, and Private Client Services, LLC. Michal holds a Series 6, Series 7, and Series 66 license. Michal also holds the Certified Financial Planner designation. Michal is currently registered with the state of Oregon and Texas.
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
OR
04/19/2024 - Present
LPL Financial LLC (MEDFORD OR)
OR
06/19/2020 - 04/26/2024
NEXT FINANCIAL GROUP, INC. (MEDFORD OR)
OR
09/03/2019 - 06/19/2020
CETERA INVESTMENT SERVICES LLC (MEDFORD OR)
CA
05/01/2019 - 09/03/2019
PRIVATE CLIENT SERVICES, LLC (Walnut Creek CA)
OR
01/11/2019 - 05/02/2019
CETERA INVESTMENT SERVICES LLC (MEDFORD OR)
OR
03/04/2014 - 01/14/2019
CUSO FINANCIAL SERVICES, L.P. (MEDFORD OR)
OR
11/18/2010 - 02/28/2014
WELLS FARGO ADVISORS, LLC (MEDFORD OR)
OR
05/30/2008 - 05/21/2010
U.S. BANCORP INVESTMENTS, INC. (MEDFORD OR)
OR
02/02/2006 - 05/18/2007
FARMERS FINANCIAL SOLUTIONS, LLC (EAGLE PT. OR)
BOTH
Issued 12/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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