Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sohrenssen is a registered representative with Principal Securities, Inc. Michael has been in the industry since 1992. Michael is also registered as an Investment Advisor Representative in Ohio. Michael is currently based in Lancaster, Ohio. Michael has passed the Series 6, Series 7 and the SIE exams. Michael works with a variety of clients, including individuals, corporations, charitable organizations, and pension plans. Michael offers a range of services, including financial planning, portfolio management, and educational seminars. Michael is a former employee of Essex National Securities, Inc. and Independent Financial Securities, Inc.
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
OH
03/11/2015 - Present
Principal Securities, Inc. (LANCASTER OH)
CA
08/12/1994 - 08/22/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NA
06/30/1993 - 04/22/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
OR
12/09/1991 - 06/30/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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