Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Van housen is a financial advisor with over 20 years of experience in the financial services industry. Michael is registered with LPL Financial LLC and has been in this role since June 2021. Michael has a wide range of experience, having worked with a variety of firms including M&T Securities, Inc., Princor Financial Services Corporation, and Morgan Stanley DW Inc. Michael holds several licenses including Series 7, 31, and 66. Michael specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Michael has a strong commitment to helping clients achieve their financial goals.
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
NY
06/09/2021 - Present
LPL Financial LLC (VESTAL NY)
NY
01/14/2016 - 06/09/2021
M&T SECURITIES, INC. (VESTAL NY)
NY
10/24/2003 - 09/25/2015
PRINCOR FINANCIAL SERVICES CORPORATION (AMHERST NY)
NY
07/26/2002 - 10/01/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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