Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you A? Claim Your ProfileA. Michael Lipper is a Registered Investment Advisor (IA) representative at Lipper Advisory Services Inc., based in Summit, NJ. A. Michael has over 40 years of experience in the financial services industry. A. Michael Lipper holds a Chartered Financial Analyst designation. Lipper Advisory Services Inc. provides a range of services to clients, including portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. Lipper Advisory Services Inc. primarily serves high-net-worth individuals, charitable organizations, and corporations or other businesses. The firm manages more than $129 million in assets.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Pre-authorized expense reimbusement and retainer
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2
NJ
11/09/2012 - Present
Lipper Advisory Services Inc. (SUMMIT NJ)
NJ
04/17/1975 - 05/01/2002
LIPPER ANALYTICAL SECURITIES CORPORATION (SUMMIT NJ)
NA
04/29/1974 - 07/04/1974
COHN, DELAIRE & KAUFMAN, INC.
NA
12/06/1967 - 09/15/1972
ARTHUR LIPPER CORPORATION
IA
Issued 01/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/1975
F04 - Financial Principal Examination
BC
Issued 11/27/1967
Series 40 - Registered Principal Examination
BC
Issued 02/27/1970
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 02/19/1962
Series 000 - General Securities Principal Examination
BC
Issued 02/19/1962
Series 1 - Registered Representative Examination
Active
Inactive
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