Unclaimed
Michael Huerstel is a financial advisor based in Mandeville, LA. He is currently registered with LPL Financial LLC, a firm with a strong reputation for providing financial advice and services to individuals and businesses. Michael has over 15 years of experience in the financial industry, having previously worked with Morgan Keegan & Company, Inc., MML Investors Services, Inc., Chase Investment Services Corp., and Banc One Securities Corporation. His diverse background allows him to provide a comprehensive range of financial solutions, from investment management and financial planning to insurance and retirement planning. Michael holds a Series 6 license and has passed the Investment Company Products/Variable Contracts Representative Examination and the Securities Industry Essentials Examination. He is dedicated to helping his clients achieve their financial goals and has a proven track record of success.
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
LA
09/09/2022 - Present
LPL Financial LLC (MANDEVILLE LA)
TN
04/04/2008 - 12/31/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
LA
11/14/2006 - 03/17/2008
MML INVESTORS SERVICES, INC. (NEW ORLEANS LA)
LA
07/06/2005 - 08/28/2006
CHASE INVESTMENT SERVICES CORP. (MARRERO LA)
IL
06/10/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 09/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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