Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Everett Diers is a financial advisor registered with LPL Financial LLC. Michael has been in the industry since 1984 and has a Series 6, 7, and 63 license. Michael is also a Certified Financial Planner and offers a variety of financial planning services including portfolio management, educational seminars, and selection of other advisors. Michael has a history of working for firms such as Ameritas Investment Company, LLC, Wells Fargo Investments, LLC, and CUNA Brokerage Services, Inc..
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
IA
03/01/2021 - Present
LPL Financial LLC (CORALVILLE IA)
IA
12/16/2005 - 03/09/2021
AMERITAS INVESTMENT COMPANY, LLC (IOWA CITY IA)
CA
11/05/2002 - 06/30/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
10/30/1993 - 11/07/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
05/30/1984 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 05/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Diers is the right advisor for you? Invested Better is here to help.
