Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Topley is an Investment Advisor Representative at Lansing Street Advisors. Michael has been in the financial services industry since 2012. Michael holds Series 7, 63 and 65 licenses and is a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
PA
08/20/2020 - Present
Lansing Street Advisors (AMBLER PA)
DE
09/29/2015 - 10/22/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (WILMINGTON DE)
PA
09/26/2013 - 10/02/2015
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
09/27/2012 - 10/01/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 02/06/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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