Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lamm is a financial advisor with over two years of experience in the industry. Michael currently works at Finalis Securities LLC. Prior to that, Michael worked at Stillpoint Capital, LLC in Tampa, Florida. Michael is registered with FINRA and has Series 63, Series 79TO and SIE licenses. Michael is currently registered in 14 states: California, Delaware, Florida, Georgia, Illinois, Kansas, Louisiana, Mississippi, New Jersey, New York, Pennsylvania, Texas, Utah and Virginia.
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.
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.
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2
NY
09/01/2023 - Present
Finalis Securities LLC (New York NY)
FL
12/02/2021 - 10/02/2023
STILLPOINT CAPITAL, LLC (TAMPA FL)
BC
Issued 05/14/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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