Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ferrier is an investment advisor representative with over 14 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC in Redding, California and holds Series 7, Series 63, Series 66 and SIE licenses. Michael previously worked at Cetera Advisor Networks LLC in Redding, California and Edward Jones in Anderson, California. Michael specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.
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
09/07/2018 - Present
LPL Financial LLC (REDDING CA)
CA
01/30/2009 - 10/01/2018
CETERA ADVISOR NETWORKS LLC (REDDING CA)
CA
03/26/2004 - 01/27/2009
EDWARD JONES (ANDERSON CA)
BOTH
Issued 01/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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