Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ohlsen is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since December 1993. Michael is registered with the state of Missouri and is also licensed to provide investment advisory services. Michael has experience with a variety of financial products and services, including investments, insurance, and retirement planning. Michael is committed to providing his clients with the highest quality financial advice and service.
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
MO
03/11/2002 - Present
LPL Financial LLC (CHESTERFIELD MO)
MN
11/16/1998 - 02/21/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
12/14/1993 - 11/11/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/14/1993 - 11/11/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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