Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ernest Fornero is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC, and is licensed in several states. Michael is also associated with two other business entities: Preferred Rate Lending and Optimal Wealth & Investments. In addition to providing investment advice, Michael offers financial planning and other non-discretionary advisory services to individual and business clients. Michael’s experience and commitment to his clients are reflected in his high client satisfaction ratings.
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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2
AZ
06/17/2022 - Present
LPL Financial LLC (SAN TAN VALLEY AZ)
IL
06/07/2001 - 12/18/2020
COMMONWEALTH FINANCIAL NETWORK (LOMBARD IL)
IL
10/03/1997 - 06/07/2001
OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)
NA
09/08/1997 - 09/30/1997
OAK BROOK SECURITIES CORP.
NY
07/20/1992 - 09/10/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/24/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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