Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lavatori is a financial advisor at LPL Financial LLC. Michael is a licensed representative in 18 states and holds the Series 7 and Series 63 licenses. Michael has been working in the financial industry for over 30 years and has experience in various aspects of financial planning, including investment management, retirement planning, and estate planning. Michael is dedicated to providing personalized financial advice 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
OH
04/30/2013 - Present
LPL Financial LLC (LEBANON OH)
OH
04/03/2002 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (LEBANON OH)
OH
11/04/1996 - 04/02/2002
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
02/22/1993 - 11/14/1996
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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