Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Oberheim is an investment advisor representative with LPL Financial LLC, based in Loves Park, IL. Michael has been in the financial services industry since 2007. Michael has a Series 6, 7, and 63 license and holds the SIE designation. Michael has also successfully passed the Series 65 exam. Michael is registered in Illinois and Texas and has previous registrations in Wisconsin. Michael is a dedicated financial advisor who offers a range of services to individuals, businesses, and organizations. Michael has experience providing financial planning, portfolio management, and consulting services.
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
10/25/2017 - Present
LPL Financial LLC (LOVES PARK IL)
IL
07/08/2014 - 12/15/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (WOODSTOCK IL)
IL
10/01/2012 - 07/14/2014
J.P. MORGAN SECURITIES LLC (WOODSTOCK IL)
IL
06/07/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCKFORD IL)
IA
Issued 10/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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