Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Follese is a financial advisor who has been active in the industry since 1987. Michael is currently registered with Mutual Advisors, LLC in Minnesota and Texas and has been registered in multiple states since 2019. His previous experience includes working at PRINCIPAL SECURITIES, INC. in Burnsville, Minnesota. Michael holds multiple securities licenses, including Series 6, 7, and 63 and is a registered Investment Advisor in Minnesota and Texas. He has experience in portfolio management, financial planning, and pension consulting. Michael is a financial advisor who provides advisory services to individuals, businesses, and retirement plans.
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.
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.
Hourly consulting
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
04/05/2023 - Present
Mutual Advisors, LLC (Minneapolis MN)
MN
05/21/1987 - 06/11/2019
PRINCIPAL SECURITIES, INC. (BURNSVILLE MN)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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