Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Landis is a financial advisor with over 17 years of experience in the financial services industry. Michael has been a registered representative with Thrivent Investment Management Inc. since June 2024. Prior to that, Michael was a registered representative with Principal Securities, Inc. and Waddell & Reed. Michael is a Series 6, 7, 24, 26, 51 and 63 licensed advisor. Michael is a registered Investment Advisor in the state of Oregon. Michael specializes in providing financial planning and investment management services to individuals, corporations, and other businesses. Michael currently serves as President of the Gladstone Education Foundation and is a strong advocate for financial literacy.
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.
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
OR
06/29/2024 - Present
Thrivent Investment Management Inc. (Gladstone OR)
OR
02/20/2019 - 09/29/2023
PRINCIPAL SECURITIES, INC. (LAKE OSWEGO OR)
OR
08/25/2008 - 02/21/2019
WADDELL & REED (LAKE OSWEGO OR)
OR
07/29/2005 - 07/15/2008
FIRST INVESTORS CORPORATION (BEAVERTON OR)
IA
Issued 01/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 03/14/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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