Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Potter is a registered Investment Advisor Representative with Gradient Securities, LLC in Arden Hills, Minnesota. Michael also works as Director of Client Relations for O'Neill Asset Management, LLC in Grand Rapids, Michigan. Michael has been in the securities industry since June 2017. Michael has passed the Series 65 exam and is registered in Michigan.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
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MN
03/23/2023 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
IA
Issued 06/14/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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