Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tomren is a financial advisor with over 25 years of experience. Michael is a Certified Financial Planner™ and Chartered Financial Consultant. Michael is currently registered with LPL Financial LLC and has been in the industry since July 21, 1997. Michael has previously been associated with several firms including Commonwealth Financial Network, FSC Securities Corporation, QA3 Financial Corp., Great Northern Financial Securities, Inc., First Montauk Securities Corp., Metropolitan Investment Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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CA
08/19/2024 - Present
LPL Financial LLC (SAN RAMON CA)
CA
07/29/2015 - 08/20/2024
COMMONWEALTH FINANCIAL NETWORK (San Ramon CA)
CA
02/09/2011 - 07/31/2015
FSC SECURITIES CORPORATION (SAN RAMON CA)
CA
03/30/2006 - 02/11/2011
QA3 FINANCIAL CORP. (WALNUT CREEK CA)
CA
06/21/2002 - 03/30/2006
GREAT NORTHERN FINANCIAL SECURITIES, INC. (WALNUT CREEK CA)
NJ
06/27/2001 - 07/17/2002
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
WA
02/10/1998 - 07/03/2001
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
MN
07/22/1997 - 02/17/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/22/1997 - 02/17/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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