Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Sorenson is a financial advisor who has been in the industry since 1989. Michael is registered with LPL Financial LLC and has been with the firm since 2008. Michael has a strong track record of providing financial advice to individuals and families, and is committed to helping clients achieve their financial goals. Michael is also an independent insurance agent, specializing in fixed insurance products.
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.
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2
CA
10/21/2008 - Present
LPL Financial LLC (CARLSBAD CA)
CA
10/14/2005 - 10/31/2008
ING FINANCIAL PARTNERS, INC. (CARLSBAD CA)
FL
06/14/2001 - 10/14/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IN
01/18/2000 - 06/15/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
01/18/2000 - 06/15/2001
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
CO
06/28/1999 - 12/31/1999
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
AZ
06/25/1996 - 06/24/1997
SPELMAN & CO., INC. (PHOENIX AZ)
CA
03/27/1995 - 03/12/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
10/03/1986 - 04/13/1995
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 10/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/26/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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