Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vonberg is an active investment advisor representative in Lakeland, FL. Michael has been in the industry since May 2005, with experience in both Florida and Texas. Michael is registered with LPL Financial LLC, and is also registered as an investment advisor in both Florida and Texas. Michael has passed the Series 6, 7, 63, 65 and SIE exams.
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
FL
07/21/2021 - Present
LPL Financial LLC (LAKELAND FL)
FL
05/16/2005 - 07/21/2021
WADDELL & REED (LAKELAND FL)
IA
Issued 06/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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