Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lee Forsberg is an investment advisor representative at LPL Financial LLC. Michael has been in the industry since 1988 and is registered in Arizona, Florida, Michigan, Minnesota and South Dakota. Michael also has a Series 6, Series 7 and Series 63 license. Michael's previous experience includes working at Securities America, Inc., Fintegra, LLC, Edward Jones and Pruco Securities Corporation.
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
07/14/2020 - Present
LPL Financial LLC (WAITE PARK MN)
MN
07/15/2015 - 07/13/2020
SECURITIES AMERICA, INC. (WAITE PARK MN)
MN
07/08/2003 - 07/22/2015
FINTEGRA, LLC (WAITE PARK MN)
MO
02/20/2003 - 06/18/2003
EDWARD JONES (ST. LOUIS MO)
NJ
09/09/1994 - 02/10/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
02/17/1988 - 09/01/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 07/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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