Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ferrell has been in the financial services industry since September 4, 1996. Michael is currently registered with Cetera Investment Advisers LLC, and is also registered as an Investment Advisor Representative in Minnesota and Texas. Michael has held previous roles with VOYA FINANCIAL ADVISORS, INC., QUESTAR CAPITAL CORPORATION, USALLIANZ SECURITIES, INC., LIFEMARK SECURITIES CORP., TRANSAMERICA FINANCIAL RESOURCES, INC., JEFFERSON PILOT SECURITIES CORPORATION, and TCF SECURITIES, INC. Michael offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Edina MN)
MN
10/15/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Edina MN)
MN
12/01/2006 - 10/20/2014
QUESTAR CAPITAL CORPORATION (EDINA MN)
MN
07/26/2005 - 12/01/2006
USALLIANZ SECURITIES, INC. (EDINA MN)
NY
01/05/2001 - 07/20/2005
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
CA
03/13/2000 - 01/03/2001
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IN
07/26/1999 - 03/10/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MN
07/26/1996 - 06/22/1999
TCF SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 03/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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