Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Johansson is a financial advisor who works with individual investors and institutions. Michael has been a registered representative for over nine years, and is currently a registered representative with TIAA-CREF Individual & Institutional Services, LLC. Prior to that, Michael worked with LPL Financial LLC, MISSION SQUARE INVESTMENT SERVICES, LINCOLN FINANCIAL ADVISORS CORPORATION, NPB FINANCIAL GROUP, LLC and FIDELITY BROKERAGE SERVICES LLC. Michael holds Series 7, Series 63 and Series 65 securities licenses. Michael can help clients with a wide range of financial planning needs, including retirement planning, investment management and college savings.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
UT
10/27/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SALT LAKE CITY UT)
UT
06/06/2022 - 10/02/2023
LPL FINANCIAL LLC (SALT LAKE CITY UT)
DC
01/11/2021 - 06/07/2022
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
UT
06/24/2016 - 04/15/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
UT
10/19/2015 - 02/04/2016
NPB FINANCIAL GROUP, LLC (SANDY UT)
UT
09/20/2014 - 10/15/2015
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 08/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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