Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shane Poremba is an active financial advisor with RBC Capital Markets, LLC in Minneapolis, MN. Michael has been in the industry since February 10, 2005. Michael also has previous experience with NEUBERGER BERMAN LLC and TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. Michael holds Series 3, 7, 30, 31, and 63 licenses. Michael is registered in all 50 states. Michael has a variety of specializations including: - Portfolio Management for Individuals - Portfolio Management for Businesses - Portfolio Management for Pooled Investment Vehicles - Selection of Other Advisors - Financial Planning - Pension Consulting - Educational Seminars
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
06/02/2016 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
MA
07/11/2007 - 08/28/2015
NEUBERGER BERMAN LLC (BOSTON MA)
CA
03/26/2007 - 06/29/2007
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
04/28/2004 - 03/26/2007
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
BC
Issued 06/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 3 - National Commodity Futures Examination
BC
Issued 09/10/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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