Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikael? Claim Your ProfileMikael Moran is a registered representative with LPL Financial LLC, a large financial firm with over $50 billion in assets under management. Mikael is licensed in all 50 states and the District of Columbia. Mikael has been in the industry since 2017 and has a strong track record of providing financial advice to individuals, families, and businesses. Mikael specializes in providing a variety of financial services, including financial planning, retirement planning, investment management, and insurance. Mikael's clients appreciate their commitment to providing personalized service and a long-term perspective.
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
AZ
01/22/2025 - Present
LPL Financial LLC (TEMPE AZ)
BOTH
Issued 11/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mikael Moran is the right advisor for you? Invested Better is here to help.
