Unclaimed
Michael Book has been a financial professional for over 30 years. Michael is a Partner with Lenox Advisors, Inc. and Lenox Management, LLC. Michael is also a Registered Representative with MML Investors Services, LLC. Michael offers a variety of financial services, including financial planning, portfolio management, asset allocation programs, and pension consulting. Michael is licensed to sell securities and provide investment advice in 56 states and jurisdictions. Michael has a strong track record of success in 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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (NEW YORK NY)
BC
Issued 03/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/30/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Book is the right advisor for you? Invested Better is here to help.