Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Furrer is a financial professional with over 40 years of experience in the industry. Michael is currently registered with LPL Financial LLC and Global Retirement Partners LLC and holds Series 6, 7, and 63 licenses, along with the SIE exam. Michael offers a range of financial services including investment advisory services through Global Retirement Partners, financial planning, and portfolio management. Michael also has experience in insurance, real estate, and business development. Michael is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
WA
02/04/2013 - Present
LPL Financial LLC (SPOKANE WA)
WA
06/23/1993 - 02/07/2013
WOODBURY FINANCIAL SERVICES, INC. (SPOKANE WA)
OH
07/18/1991 - 06/29/1993
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
CT
08/31/1989 - 07/18/1991
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
09/14/1987 - 05/02/1989
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
01/11/1983 - 10/06/1987
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
01/11/1983 - 09/28/1987
PRUCO SECURITIES CORPORATION
BC
Issued 01/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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