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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lombardi is a financial advisor with Shorehaven Wealth Partners, LLC. Michael has over 10 years of experience in the financial services industry. Michael holds the Series 7, Series 63, and Series 65 licenses. Michael is also a Certified Financial Planner. Michael has a strong track record of providing personalized financial planning and investment management services to individuals, families, and businesses. Prior to joining Shorehaven Wealth Partners, LLC, Michael worked for Morgan Stanley Smith Barney LLC for several years. Michael is dedicated 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.
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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NJ
05/07/2021 - Present
Shorehaven Wealth Partners, LLC (RED BANK NJ)
NJ
07/18/2020 - 08/02/2023
PURSHE KAPLAN STERLING INVESTMENTS (Red Bank NJ)
NJ
04/19/2012 - 07/23/2020
MORGAN STANLEY (RED BANK NJ)
NJ
12/01/2011 - 04/11/2012
UBS FINANCIAL SERVICES INC. (WESTFIELD NJ)
NJ
12/12/2006 - 12/02/2011
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
IA
Issued 01/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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