Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shonsey is a financial professional with over 40 years of experience in the financial services industry. Michael is currently registered with Brokers International Financial Services, LLC. Prior to that, Michael was associated with LPL Financial LLC, Cetera Advisors LLC, Securities America, Inc., GWR Investments, Inc., Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Piper, Jaffray & Hopwood Incorporated, Reinholdt & Gardner Incorporated, Dain, Kalman & Quail, Incorporated, St. Paul Investors, Inc., and Industry Savings Plans, Inc. Michael holds a number of professional licenses and designations, including the Series 63, Series 10, Series 9, Series 24, Series 4, Series 12, SIE, Series 5, PC, Series 7, and Series 1. Michael is a financial consultant with a focus on providing investment advice, financial planning, and insurance services to individual and institutional clients. Michael is also a registered representative and a principal for Brokers International Financial Services, LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets managed by third-party advisor firms
1
2
NE
03/21/2022 - Present
Brokers International Financial Services, LLC (Omaha NE)
NE
08/28/2020 - 02/22/2022
LPL FINANCIAL LLC (OMAHA NE)
NE
01/20/2012 - 09/01/2020
CETERA ADVISORS LLC (OMAHA NE)
NE
04/05/2004 - 01/17/2012
SECURITIES AMERICA, INC. (OMAHA NE)
NE
11/14/2001 - 04/02/2004
GWR INVESTMENTS, INC. (OMAHA NE)
NY
11/29/1990 - 11/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/03/1979 - 11/13/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/15/1978 - 04/07/1979
PIPER, JAFFRAY & HOPWOOD INCORPORATED
NA
09/26/1977 - 03/04/1978
REINHOLDT & GARDNER INCORPORATED
NA
04/27/1976 - 10/12/1977
DAIN, KALMAN & QUAIL, INCORPORATED
NA
08/24/1971 - 02/21/1976
ST. PAUL INVESTORS, INC.
NA
12/21/1970 - 10/09/1971
INDUSTRY SAVINGS PLANS, INC.
BC
Issued 01/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/1982
Series 24 - General Securities Principal Examination
BC
Issued 12/04/1981
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/08/1979
PC - AMEX Put and Call Exam
BC
Issued 04/10/1976
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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