Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Foland is a financial advisor with LPL Financial LLC, a large firm with over 168,000 clients and more than $50 billion in assets under management. Michael has been in the industry since 1991. The firm provides financial planning, consulting, and other advisory services to individuals, corporations, pension plans, and charitable organizations. Michael has passed Series 6, 7, 63, 65, and 66 exams and holds registrations in various states, including Illinois, Iowa, Florida, Virginia, New York, and more.
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.
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IL
06/13/2023 - Present
LPL Financial LLC (TAYLOR RIDGE IL)
IL
04/12/2019 - 06/08/2023
WESTERN INTERNATIONAL SECURITIES, INC. (Taylor Ridge IL)
IL
03/28/2011 - 05/02/2019
U.S. BANCORP INVESTMENTS, INC. (ROCK ISLAND IL)
IL
01/03/2011 - 04/11/2011
WELLS FARGO ADVISORS, LLC (ROCK ISLAND IL)
IA
08/20/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DAVENPORT IA)
IA
05/04/2001 - 08/22/2007
ROBERT W. BAIRD & CO. INCORPORATED (DAVENPORT IA)
OH
01/07/2000 - 05/23/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
01/07/2000 - 05/23/2001
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/13/1998 - 01/07/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
05/22/1995 - 01/07/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NA
05/12/1995 - 05/17/1995
FIRST OF AMERICA BROKERAGE SERVICE, INC.
MA
01/13/1995 - 05/16/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/13/1995 - 05/16/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
03/04/1994 - 11/29/1994
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NJ
10/30/1991 - 03/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/30/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 11/22/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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