Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Victor Mortensen is a registered representative with Westpark Capital, Inc. and has been in the financial services industry since 1989. Michael is licensed to provide securities related services in California, Colorado, Florida, Michigan, New York and Texas. Michael is also registered with FINRA and the Securities Investor Protection Corporation (SIPC). Michael has been with Westpark Capital, Inc. since 2018. Previous firms that Michael has been registered with include I-BANKERS SECURITIES, INC., DAWSON JAMES SECURITIES, INC., NEWBRIDGE SECURITIES CORPORATION, NATIONAL SECURITIES CORPORATION, AMEREST SECURITIES, INC., TRIPP & CO., INC., JOSEPH CHARLES & ASSOC., INC., BARRON CHASE SECURITIES, INC., JW CHARLES SECURITIES, INC., HORIZONS INTERNATIONAL CORPORATION, GRUNTAL & CO. INCORPORATED, HUBERMAN SECURITIES CORP., ALLIED CAPITAL GROUP, INC. and THE STUART-JAMES COMPANY, 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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
02/15/2018 - Present
Westpark Capital, Inc. (BOCA RATON FL)
FL
06/12/2017 - 12/19/2017
I-BANKERS SECURITIES, INC. (DELRAY BEACH FL)
FL
11/03/2008 - 06/20/2017
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
FL
02/17/2005 - 11/03/2008
NEWBRIDGE SECURITIES CORPORATION (WEST PALM BEACH FL)
FL
09/19/2002 - 02/22/2005
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
TX
04/10/2002 - 06/06/2002
AMEREST SECURITIES, INC. (DALLAS TX)
NY
12/22/1999 - 02/21/2002
TRIPP & CO., INC. (NEW YORK NY)
FL
01/16/1995 - 11/20/1998
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
FL
04/12/1994 - 12/16/1994
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
04/01/1992 - 03/18/1994
TRIPP & CO., INC. (NEW YORK NY)
FL
08/21/1991 - 11/25/1991
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
NA
01/31/1990 - 06/29/1990
HORIZONS INTERNATIONAL CORPORATION
NY
05/22/1989 - 01/13/1990
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
01/10/1989 - 05/01/1989
HUBERMAN SECURITIES CORP.
NA
06/15/1988 - 01/02/1989
ALLIED CAPITAL GROUP, INC.
NA
01/07/1988 - 07/27/1988
THE STUART-JAMES COMPANY, INCORPORATED
NA
07/24/1985 - 11/17/1987
THE STUART-JAMES COMPANY, INC.
BC
Issued 11/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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