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 Lundberg is a financial advisor with over 12 years of experience in the industry. Michael is currently registered with Global Atlantic Distributors, LLC and has been since April 5, 2017. Prior to that, Michael worked at Prudential Annuities Distributors, Inc. and Pruco Securities, LLC. Michael is licensed in 22 states and holds the Series 6, 7, 24, 63, 99 and SIE licenses.
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.
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.
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2
PA
04/05/2017 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
06/30/2015 - 10/12/2016
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
PA
02/27/2012 - 07/06/2015
PRUCO SECURITIES, LLC. (CHALFONT PA)
BC
Issued 03/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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