Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wilshire Moon is a financial advisor who has been in the industry since 1984. Michael is currently registered with Commonwealth Financial Network and previously worked with Lincoln Financial Advisors Corporation. Michael is a Certified Financial Planner and has a wide range of experience in the financial services industry. Michael is committed to providing personalized financial advice and guidance to help clients reach 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.
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
10/06/2023 - Present
Commonwealth Financial Network (San Diego CA)
CA
10/31/2000 - 10/06/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN DIEGO CA)
IN
10/31/2000 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/01/1996 - 10/24/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/04/1987 - 03/01/1996
G. R. PHELPS & CO., INC.
NA
11/01/1984 - 04/13/1987
SENTRA SECURITIES CORPORATION
NA
07/26/1984 - 11/30/1984
VALUE EQUITIES CORPORATION
BC
Issued 06/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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