Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lake? Claim Your ProfileLake Michotte is a financial advisor with Fidelity Personal And Workplace Advisors. Lake has been in the industry for more than 5 years and is registered to provide investment advice in 52 states and the District of Columbia. Lake is also licensed to provide investment advice in Texas and Colorado. Lake holds the Series 66, Series 7, Series 6 and SIE licenses. Lake focuses on providing financial planning, educational seminars, and selection of other advisors. Lake has a strong background in both the financial services industry and customer service, and 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.
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.
A percentage of the total value of assets under management is charged.
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CO
01/08/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
03/16/2020 - 09/14/2020
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
BOTH
Issued 12/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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