Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Milliken is a financial advisor with LPL Financial LLC. Michelle has been in the financial services industry since 2008 and holds a variety of licenses and certifications, including Series 6, 7, 63, and 66 licenses, as well as the SIE exam and a Certified Financial Planner designation. Michelle previously worked at Securities America, Inc. and Lincoln Financial Advisors Corporation. Michelle specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and charitable organizations. Michelle's office is located in Crystal Lake, IL and she is registered to conduct business in Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Michigan, Missouri, New Mexico, Ohio, Oregon, South Carolina, Texas, Virginia, Washington, 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.
1
2
IL
02/24/2022 - Present
LPL Financial LLC (CRYSTAL LAKE IL)
IL
06/12/2017 - 06/03/2019
SECURITIES AMERICA, INC. (CRYSTAL LAKE IL)
IL
12/15/2010 - 08/11/2011
NATIONAL PLANNING CORPORATION (RIVERWOODS IL)
IL
07/21/2008 - 10/14/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
BOTH
Issued 09/07/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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