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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Lund is a financial advisor at LPL Financial LLC in FRESNO, CA. Michael Lund has been working in the financial services industry since February 1991 and has a long history with both LPL Financial LLC and UBS Financial Services Inc. Michael Lund is registered with FINRA and the state of California and other states as a broker-dealer and also is a registered investment advisor. Michael Lund's practice specializes in providing financial planning, portfolio management for individuals and businesses, and consulting.
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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2
CA
10/15/2018 - Present
LPL Financial LLC (FRESNO CA)
CA
06/04/1991 - 10/31/2006
UBS FINANCIAL SERVICES INC. (FRESNO CA)
CO
08/23/1990 - 12/06/1990
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 11/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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