Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lyon is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Vista Point Advisors, LLC. Previously, Michael was affiliated with KEMA PARTNERS LLC and Arbor Advisors, LLC. Michael holds a Series 63, Series 65, Series 7, Series 24, Series 14, Series 79TO and Series 99TO licenses. Michael is registered to provide investment advice in California, Colorado, Delaware, Illinois, Massachusetts, New York, Oregon, Pennsylvania, Texas, and Utah.
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
CA
12/14/2011 - Present
Vista Point Advisors, LLC (San Francisco CA)
CA
01/31/2011 - 12/16/2011
KEMA PARTNERS LLC (SAN FRANCISCO CA)
UT
08/02/2007 - 01/05/2011
ARBOR ADVISORS, LLC (SALT LAKE CITY UT)
CA
10/15/2003 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
IA
Issued 03/31/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/02/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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