Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Buchanan is a financial advisor at LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Michelle holds licenses Series 6, 7, 63, and 65. She has been in the financial services industry since 2003 and brings over 20 years of experience to her clients. Prior to joining LPL Financial LLC, Michelle worked at BMO HARRIS FINANCIAL ADVISORS, INC., WELLS FARGO CLEARING SERVICES, LLC, and CITIGROUP GLOBAL MARKETS INC. Michelle's specializations include retirement planning, investment management, and financial planning. Michelle is based in Winnetka, Illinois.
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
IL
03/24/2021 - Present
LPL Financial LLC (WINNETKA IL)
IL
12/16/2019 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (WINNETKA IL)
IL
08/04/2011 - 07/24/2017
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
05/29/2007 - 01/27/2010
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
01/17/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
BC
Issued 07/21/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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