Unclaimed
Venita Michele King is a financial advisor currently registered with LPL Financial LLC, a leading independent broker-dealer, and a registered investment advisor. She is a licensed agent in North Carolina and South Carolina. Venita has been in the financial industry since July 31, 2016, and previously worked with Newport Group Securities, Inc. and MetLife Investors Distribution Company. Venita offers a range of financial products and services, including financial planning, investment advice, and portfolio management. She is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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
SC
03/17/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/09/2017 - 06/24/2021
NEWPORT GROUP SECURITIES, INC. (CHARLOTTE NC)
NC
11/16/2015 - 03/03/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
NC
11/05/2015 - 06/30/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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