Unclaimed
John Michael Fitzgerald is an investment advisor representative registered with Lasalle Investment Advisors, Inc. John Michael has been in the industry since 1980. John Michael specializes in securities, investment advisory, and financial planning. John Michael has been associated with Lasalle Investment Advisors, Inc. since 1984. In addition to the current registration, John Michael has held registrations with several other firms, including Wellington Investment Services Corp., Liberty Investment Counsel, LTD., Fortis Investors, Inc., Securities America, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Economic Resources, Inc., First Securities Corporation, and Equable Securities Corporation.
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.
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.
1
2
WI
01/01/2025 - Present
Lasalle Investment Advisors, Inc. (PEWAUKEE WI)
WI
06/07/2000 - 11/15/2002
WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)
WI
12/08/1992 - 03/06/2000
LIBERTY INVESTMENT COUNSEL, LTD. (ELM GROVE WI)
MN
04/11/1994 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NE
05/08/1990 - 11/18/1992
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/19/1989 - 05/09/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/14/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/24/1984 - 01/23/1988
ECONOMIC RESOURCES, INC.
NA
06/04/1982 - 03/29/1984
FIRST SECURITIES CORPORATION
NA
12/11/1980 - 06/03/1982
EQUABLE SECURITIES CORPORATION
IA
Issued 02/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1980
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/05/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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