Unclaimed
Michelle Leah Prosper is a financial advisor with over 14 years of experience in the financial services industry. Michelle is registered with LPL Financial LLC and is licensed to provide investment advice in 29 states. Michelle specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Michelle is committed to helping clients achieve 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.
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.
1
2
MN
05/18/2022 - Present
LPL Financial LLC (ST PAUL MN)
MN
01/07/2009 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ST PAUL MN)
IA
Issued 06/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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