Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dahlberg is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with LPL Enterprise, LLC and has been with them since November 2024. Michael is also registered with the state of Michigan as an investment advisor representative and a broker-dealer representative. Previously, Michael was registered with The Prudential Insurance Company of America in Newark, NJ from 1983 to 1993. Michael holds the Series 6, 7, 63, and 65 licenses. Michael is a dedicated and experienced financial advisor, who has been providing clients with personalized financial planning and investment advice for many years.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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MI
11/14/2024 - Present
LPL Enterprise, LLC (GRAND RAPIDS MI)
NJ
08/18/1983 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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