Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Reese Johnson is a financial advisor in San Rafael, California. Michael has been in the financial services industry since 1983 and has held several positions at various firms, including Securian Financial Services, Financial Telesis Inc., and LPL Financial LLC. Michael is currently registered with Global Retirement Partners LLC as a Registered Investment Advisor. Michael is also a licensed insurance agent and provides insurance services through Johnson & Dugan Insurance Services Corporation. Michael specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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
CA
05/30/2017 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CA
09/12/2014 - 05/07/2015
LPL FINANCIAL LLC (DALY CITY CA)
CA
12/01/2005 - 09/12/2014
FINANCIAL TELESIS INC (DALY CITY CA)
MN
04/11/2001 - 12/02/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 05/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/07/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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