Unclaimed
Michael Robert Haas is a financial advisor with LPL Financial LLC. Michael has been in the financial industry for over 20 years, working in multiple states. His expertise includes portfolio management for individuals and businesses, financial planning, pension consulting and educational seminars. Michael is registered to provide investment advice in Minnesota, California, Florida, Illinois, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, South Dakota and Wisconsin.
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
MN
02/14/2018 - Present
LPL Financial LLC (OAKDALE MN)
MN
02/24/2014 - 02/14/2018
SII INVESTMENTS, INC. (VADNAIS HEIGHTS MN)
MN
08/15/2000 - 03/03/2014
LPL FINANCIAL LLC (VADNAIS HEIGHTS MN)
MN
10/06/1999 - 06/05/2000
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
BC
Issued 11/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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