Unclaimed
Michael David Meiners is an investment advisor representative registered with Prospera Financial Services, Inc. in Bend, Oregon. Michael has been active in the financial services industry since 1983. Michael holds a number of securities licenses, including Series 7, Series 24, Series 4, and Series 63. Michael is registered to provide investment advice in a number of states, including Alaska, Arizona, California, Colorado, Georgia, Idaho, Massachusetts, Michigan, Missouri, Montana, Nebraska, Nevada, New Mexico, Oregon, Utah 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
OR
04/13/2021 - Present
Prospera Financial Services, Inc. (Bend OR)
OR
10/01/2020 - 04/22/2021
LPL FINANCIAL LLC (BEND OR)
OR
04/29/2005 - 11/06/2020
EK RILEY INVESTMENTS, LLC (Bend OR)
CA
05/17/2004 - 05/11/2005
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
WA
02/25/1986 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
NA
05/25/1983 - 03/04/1986
INTERPACIFIC INVESTORS SERVICES, INC.
BC
Issued 05/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 09/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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