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Michael Leslie Sondergard

Money Concepts Capital Corp.

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About Michael Leslie Sondergard

Michael Sondergard is a financial advisor with Money Concepts Capital Corp. and has been in the industry since December 4, 1981. Michael is currently registered with the state of Arizona, California, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Missouri, Ohio, South Carolina, Texas and Virginia. Michael has passed the Series 3, Series 7, and Series 63 exams.

Firm Information

Michael Sondergard is currently registered with Money Concepts Capital Corp.. Money Concepts Capital Corp. is a corporation formed in 1982 and headquartered in PALM BEACH GARDENS, FL. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Money Concepts Capital Corp. is registered with the SEC and in 53 states. They have over 400 licensed agents and manage over $2.9 billion in assets.
Money Concepts Capital Corp.

11440 JOG ROAD

PALM BEACH GARDENS, FL 33418

$2.90B

Assets Under Management

1,239

Total Clients

443

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting services

General consulting services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Michael Sondergard’s Registration & Firm History

MO

01/03/2007 - Present

Money Concepts Capital Corp. (SAINT PETERS MO)

MO

07/16/2004 - 12/31/2006

MONEY CONCEPTS CAPITAL CORP (SAINT PETER MO)

NY

01/08/1991 - 07/19/2004

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

08/25/1989 - 01/08/1991

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NY

12/03/1981 - 08/25/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/28/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1983

Series 3 - National Commodity Futures Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Leslie Sondergard.
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