Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chester Lapinski is a financial advisor with over 20 years of experience in the financial services industry. Michael has worked with Wells Fargo Clearing Services, LLC since 2009 and previously worked at CITIGROUP GLOBAL MARKETS INC. Michael holds the Series 7, Series 31, Series 63, Series 65, and SIE licenses. Michael also holds the Certified Financial Planner designation. Michael specializes in providing financial advice to a range of clients, including individuals, businesses, and charitable organizations. Michael is committed to providing personalized financial advice and guidance to help 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.
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.
Investment consulting services to institutional clients
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
IL
02/27/2009 - Present
Wells Fargo Clearing Services, LLC (OAK BROOK IL)
IL
02/01/2000 - 03/20/2009
CITIGROUP GLOBAL MARKETS INC. (OAKBROOK TERRACE IL)
IA
Issued 02/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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