Unclaimed
Michael Page is a financial advisor with over 30 years of experience in the financial services industry. Michael is currently registered with Prospera Financial Services, Inc. and is licensed to provide investment advice in several states. Michael has a strong track record of providing financial guidance and investment management services to individuals, families, businesses, and institutions. Michael is committed to understanding your financial goals and developing a personalized plan to help you achieve them.
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
IL
08/22/2019 - Present
Prospera Financial Services, Inc. (Crystal Lake IL)
IL
07/05/2013 - 08/20/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CRYSTAL LAKE IL)
IL
07/01/2003 - 07/05/2013
WELLS FARGO ADVISORS, LLC (BARRINGTON IL)
NY
05/17/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/27/1997 - 05/18/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/11/1994 - 03/04/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
05/19/1988 - 08/28/1989
MESA SECURITIES CORPORATION
NA
02/08/1988 - 05/13/1988
FIRST INVESTORS CORPORATION
IA
Issued 04/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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