Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Toay is an investment advisor representative registered in both Florida and Minnesota. Michael is associated with Berger Financial Group. He is also a registered investment advisor in Minnesota. Michael has been working in the financial industry since 1983 and has experience with a number of different firms. Michael has also held various leadership positions at different companies over the years. Berger Financial Group is a firm based in Plymouth, Minnesota. They are focused on providing financial advice and wealth management services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
07/11/2024 - Present
Berger Financial Group (Ft Pierce FL)
NA
04/15/1993 - 11/11/1993
SECURITIES AMERICA, INC.
NA
01/03/1991 - 04/20/1993
CHUBB SECURITIES CORPORATION
NA
09/15/1989 - 01/02/1991
PRUDENTIAL-BACHE SECURITIES INC.
NA
08/01/1988 - 09/15/1989
THOMSON MCKINNON SECURITIES INC.
NA
04/11/1988 - 08/08/1988
SHEARSON LEHMAN HUTTON INC.
NA
10/02/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
05/26/1983 - 09/10/1984
VAN CLEMENS & CO. INCORPORATED
IA
Issued 10/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/09/1986
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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