Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Youngerman is a financial advisor in San Diego, California, with over 11 years of experience in the financial services industry. Michael is a registered representative of Commonwealth Financial Network. Prior to joining Commonwealth Financial Network, Michael worked at Securities America, Inc. and Altegris Investments, Inc. Michael is a Series 7, Series 24, Series 52, Series 53, Series 66, and SIE licensed representative.
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
10/16/2015 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
01/23/2014 - 01/02/2015
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
10/11/2011 - 08/02/2013
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/26/2019
Series 4 - Registered Options Principal Examination
BC
Issued 04/21/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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