Unclaimed
Michael Randolph Fereday is a registered representative with LPL Financial LLC, working from their office in Moscow, ID. Michael has been in the securities industry since March 22, 1987, and holds the Series 6, 7, 24, 63 and 65 licenses. Prior to joining LPL Financial LLC, Michael was a registered representative with Securities America, Inc., SII Investments, Inc., Walnut Street Securities, Inc. and Fidelity Equity Services Corporation. Michael also offers non-variable insurance products. Michael is a Chartered Financial Consultant.
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.
1
2
ID
04/01/2024 - Present
LPL Financial LLC (MOSCOW ID)
ID
10/31/2017 - 04/03/2024
SECURITIES AMERICA, INC. (MOSCOW ID)
ID
05/01/1996 - 10/31/2017
SII INVESTMENTS, INC. (MOSCOW ID)
CA
06/30/1995 - 05/08/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
12/23/1986 - 03/31/1995
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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