Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bruce Bagley is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since July 16, 1987. He has a strong background in investment advising and securities trading, and is a Certified Financial Planner. Michael's previous employment includes positions with Woodbury Financial Services, Inc., Allstate Financial Services, LLC, MetLife Securities Inc. and Metropolitan Life Insurance Company. Michael is licensed to provide investment advice in Arizona, California, Georgia, Hawaii, Missouri, Nevada, North Carolina, Ohio, Oregon, Texas, and Washington.
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.
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CA
04/23/2020 - Present
LPL Financial LLC (SANTA ROSA CA)
CA
04/05/2010 - 04/20/2012
WOODBURY FINANCIAL SERVICES, INC. (SANTA ROSA CA)
CA
10/06/2005 - 04/14/2010
ALLSTATE FINANCIAL SERVICES, LLC (SANTA ROSA CA)
MA
07/17/1987 - 10/14/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/17/1987 - 10/14/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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