Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Linse has been in the financial services industry since 1992. Michael is currently registered with Principal Securities, Inc. and has offices in Mondovi, WI. Michael has been with Principal Securities, Inc. since 2010. Before Principal Securities, Inc., Michael was with LaSalle St Securities, L.L.C., Focused Investments L.L.C., LaSalle St Securities, L.L.C. and Capital Brokerage Corporation. Michael holds the Series 6, 7, 24, and 63 licenses and is a Certified Financial Planner. Michael's practice is focused on providing financial planning and investment advice to individuals, families, and businesses.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
WI
03/25/2010 - Present
Principal Securities, Inc. (MONDOVI WI)
WI
10/08/2003 - 10/30/2009
LASALLE ST SECURITIES, L.L.C. (MONDOVI WI)
IL
06/16/2000 - 10/08/2003
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
IL
12/05/1997 - 06/22/2000
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
VA
04/23/1992 - 12/04/1997
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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