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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Jergens is an investment advisor representative with Edelman Financial Engines. Michael has been in the financial services industry for over 17 years and has a proven track record of success in helping clients achieve their financial goals. Michael is licensed to provide investment advice in Michigan and Texas. Michael is also a Registered Representative and has passed the Series 63, 65, 66, and 7 exams. Michael holds a Bachelor of Science degree in Finance from the University of Michigan and is a Certified Financial Planner™. Michael is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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MI
06/27/2024 - Present
Edelman Financial Engines (CLINTON TOWNSHIP MI)
MI
04/03/2015 - 06/22/2015
J.P. MORGAN SECURITIES LLC (BLOOMFIELD HILLS MI)
MI
07/25/2014 - 04/13/2015
LPL FINANCIAL LLC (BIRMINGHAM MI)
MI
06/30/2011 - 07/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
09/16/2009 - 07/20/2011
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
MI
07/23/2004 - 02/21/2009
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
IA
Issued 09/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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