Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lealon Purdy is a financial advisor registered with LPL Financial LLC in ST JAMES, Minnesota. Michael has been in the industry since January 24, 1996 and holds several licenses and certifications, including Series 7, Series 63, Series 66 and SIE. Michael has previously worked at INVEST FINANCIAL CORPORATION, NATHAN & LEWIS SECURITIES, INC., FSC SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY.
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.
1
2
MN
02/14/2018 - Present
LPL Financial LLC (ST JAMES MN)
MN
02/03/2003 - 02/14/2018
INVEST FINANCIAL CORPORATION (ST JAMES MN)
NY
07/12/1999 - 02/27/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
GA
10/01/1996 - 07/08/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
01/22/1996 - 09/30/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/22/1996 - 09/30/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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