Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mayer is a financial advisor in Meridian, Idaho. Michael has been in the financial industry since 2003 and has experience with a variety of financial products and services. Michael is registered with LPL Financial LLC and has been with them since August 2024. Michael also has prior experience with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC and WM FINANCIAL SERVICES, INC.. Michael provides a variety of financial services to clients including financial planning, portfolio management 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.
1
2
ID
08/05/2024 - Present
LPL Financial LLC (MERIDIAN ID)
ID
09/01/2023 - 08/07/2024
OSAIC WEALTH, INC. (MERIDIAN ID)
ID
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MERIDIAN ID)
AZ
06/10/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
WI
05/16/2003 - 11/04/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
CA
03/12/2003 - 04/17/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 05/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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