Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dean Haakinson is a financial advisor with Edward Jones, an investment firm with a presence in thousands of communities across the United States. Michael has been in the financial services industry since March 2012 and has a strong understanding of investment strategies and financial planning. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 6, 63, and 66 licenses. Michael is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NV
06/06/2019 - Present
Edward Jones (CARSON CITY NV)
NV
07/13/2016 - 10/02/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Reno NV)
NV
08/07/2008 - 08/13/2010
WADDELL & REED, INC. (RENO NV)
NV
02/20/2006 - 08/01/2008
AMERICAN FAMILY SECURITIES, LLC (MINDEN NV)
BOTH
Issued 07/26/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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