Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nakashima is a financial advisor with Concourse Financial Group Securities, Inc. in Bloomington, Minnesota. Michael has been in the financial industry since 2001. Michael specializes in providing financial planning, portfolio management, and insurance services. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a licensed agent in multiple states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
04/08/2016 - Present
Concourse Financial Group Securities, Inc. (Bloomington MN)
MN
09/04/2009 - 04/14/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (RICHFIELD MN)
MN
01/28/2004 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (RICHFIELD MN)
TN
01/03/2002 - 01/07/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
NE
02/14/2001 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 12/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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