Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jurgensen is a financial advisor with over 19 years of experience in the industry. Michael currently works at Kestra Advisory Services, LLC in Austin, TX. Michael holds a Series 7, Series 63, and Series 65 license. Michael's previous experience includes roles at First Allied Securities, Inc., Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, VSR Financial Services, Inc., Investors Capital Corp., J.P. Turner & Company, L.L.C., Spire Securities, LLC, Girard Securities, Inc., Northwestern Mutual Investment Services, LLC, Pacific Select Distributors, Inc., Salomon Smith Barney Inc., Smith Barney Inc., and Baraban Securities, Inc. Michael has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
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.
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2
TX
08/28/2020 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CA
02/10/2015 - 05/05/2020
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
11/07/2014 - 05/05/2020
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
11/07/2014 - 05/05/2020
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
11/07/2014 - 05/05/2020
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
11/07/2014 - 05/05/2020
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
02/10/2015 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
11/16/2015 - 11/01/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
02/10/2015 - 12/31/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
11/16/2015 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
02/10/2015 - 11/09/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
02/10/2015 - 12/23/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
CA
10/15/2012 - 01/03/2014
SPIRE SECURITIES, LLC (IRVINE CA)
CA
07/07/2010 - 10/15/2012
GIRARD SECURITIES, INC. (IRVINE CA)
CA
01/26/2010 - 07/02/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
08/15/2000 - 08/22/2003
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
NY
04/28/1997 - 03/16/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/07/1995 - 03/06/1997
SMITH BARNEY INC. (NEW YORK NY)
CA
09/05/1995 - 02/10/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
IA
Issued 04/07/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/04/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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