Unclaimed
Michael Canfield is a registered representative with First Heartland Capital, Inc., a firm with over 100 employees. Michael is a financial professional with over 17 years of experience. Prior to joining First Heartland Capital, Inc., Michael worked with LPL Financial LLC and CUSO Financial Services, LP. Michael holds a Series 6, 7, and 66 license, along with the SIE exam.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
02/23/2022 - Present
First Heartland Capital, Inc. (DERBY KS)
KS
06/07/2019 - 11/12/2021
LPL FINANCIAL LLC (WICHITA KS)
KS
01/26/2016 - 06/04/2019
CUSO FINANCIAL SERVICES, L.P. (WICHITA KS)
GA
06/10/2004 - 06/15/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 03/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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