Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Steven Gradl is a financial advisor currently registered with LPL Financial LLC in Vacaville, California. Michael Steven Gradl has been working in the financial industry since January 2, 1993. Michael Steven Gradl also has prior registrations with CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Liberty Life Distributors LLC, IFMG Securities, Inc., Wells Fargo Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
06/02/2020 - Present
LPL Financial LLC (VACAVILLE CA)
WA
01/04/2016 - 01/25/2018
CUSO FINANCIAL SERVICES, L.P. (Liberty Lake WA)
CA
01/17/2013 - 01/08/2016
SORRENTO PACIFIC FINANCIAL, LLC (SAN RAFAEL CA)
CA
11/01/2005 - 02/01/2013
CUSO FINANCIAL SERVICES, L.P. (SANTA ROSA CA)
NH
03/23/2005 - 11/02/2005
LIBERTY LIFE DISTRIBUTORS LLC (DOVER NH)
NY
10/27/1995 - 01/20/2005
IFMG SECURITIES, INC. (PURCHASE NY)
CA
08/13/1994 - 08/01/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
08/06/1992 - 08/19/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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