Unclaimed
Michael Flahaven is a financial advisor with Global Retirement Partners LLC. Michael has been in the industry since June 17, 1988 and holds a Series 6, 7, 24, 52TO, 53, 63 and 65. Michael is also a Certified Financial Planner. Michael's firm, Global Retirement Partners LLC, provides financial planning services for individuals, businesses, charitable organizations, and pension and profit-sharing plans. Michael has been working with LPL Financial since 2019 and has been working with HUB International since 2019. He has also worked with Stancorp Equities, Inc. and OneAmerica Securities, Inc.. Michael is a registered investment advisor representative in Illinois.
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.
1
2
IL
07/04/2022 - Present
Global Retirement Partners LLC (Northbrook IL)
IL
07/29/2013 - 07/02/2019
STANCORP EQUITIES, INC. (SCHAUMBURG IL)
IN
11/04/1997 - 06/14/2013
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
05/22/1996 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NJ
02/24/1995 - 04/18/1996
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
IL
09/30/1994 - 07/11/1995
FIRST COLONIAL INVESTMENT SERVICES, INC. (ROSEMONT IL)
IL
01/24/1994 - 07/21/1994
ROYAL AMERICAN INVESTMENT SERVICES, INC. (DOWNERS GROVE IL)
IL
05/30/1991 - 01/29/1994
FIRST COLONIAL INVESTMENT SERVICES, INC. (ROSEMONT IL)
NA
03/06/1989 - 09/19/1989
LANDMARK BROKERAGE SERVICES, INC.
CA
05/02/1988 - 12/10/1988
FN INVESTMENT CENTER (SACRAMENTO CA)
OR
10/13/1987 - 05/19/1988
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
11/14/1985 - 10/16/1987
EQUITY SERVICES, INC.
IA
Issued 04/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/1991
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/23/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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