Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Douglas Goostree is a financial professional with over 30 years of experience in the industry. Michael is currently registered with Commonwealth Financial Network in Leawood, Kansas. Michael has previously been registered with LPL FINANCIAL LLC, FIRST HEARTLAND CAPITAL, INC., EQUITY SERVICES, INC., CAPITAL ANALYSTS, INCORPORATED, NEW YORK LIFE SECURITIES CORP., and E. F. HUTTON & COMPANY INC. Michael holds Series 6, 7, 22, 24, 26, 63, and SIE licenses. Michael holds the Chartered Financial Consultant designation. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and pension 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.
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
KS
12/28/2015 - Present
Commonwealth Financial Network (Leawood KS)
KS
02/21/2001 - 12/22/2015
LPL FINANCIAL LLC (LEAWOOD KS)
MO
10/18/1993 - 02/23/2001
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
VT
06/03/1986 - 10/19/1993
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
08/23/1985 - 05/05/1986
CAPITAL ANALYSTS, INCORPORATED
NA
06/24/1983 - 09/27/1985
NEW YORK LIFE SECURITIES CORP.
NA
10/27/1984 - 01/07/1985
E. F. HUTTON & COMPANY INC
BC
Issued 01/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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