Unclaimed
Micheal Wesley LeMay is a financial professional with over two years of experience in the industry. Micheal is currently registered with LPL Enterprise, LLC and has a Series 63, Series 65 and Series 6TO license. In addition, Micheal holds a SIE license. Micheal previously worked for NYLIFE Securities LLC. Micheal offers portfolio management for individuals and businesses, financial planning, educational seminars, consulting and other non-discretionary advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
11/14/2024 - Present
LPL Enterprise, LLC (ST. LOUIS PARK MN)
ND
03/19/2022 - 10/19/2023
NYLIFE SECURITIES LLC (DICKINSON ND)
IA
Issued 12/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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