Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Goncalves is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since 1999 and holds licenses to conduct business in a number of states. Michael Anthony Goncalves has held previous positions at UVEST Financial Services Group, Inc., Webster Investment Services, Inc., Advest, Inc., and Aetna Investment Services, Inc..
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.
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2
CT
10/11/2011 - Present
LPL Financial LLC (SUFFIELD CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (SUFFEILD CT)
CT
04/24/2002 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (BLOOMFIELD CT)
CT
10/27/2000 - 04/30/2002
ADVEST, INC. (HARTFORD CT)
CT
03/25/1999 - 01/31/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 09/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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