Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Edward Lavelle is an investment advisor representative with Mln Investments Llc. Michael has been in the financial services industry for over 20 years, having worked at various firms. Michael is registered with the state of Illinois as an Investment Advisor Representative. Michael has experience providing portfolio management services for individuals and other investors. Michael has a Series 7, Series 63, Series 65, Series 4, and Series 55 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
06/18/2012 - Present
MLN Investments LLC (BOLINGBROOK IL)
IL
08/29/2012 - 12/31/2014
TRADE MONSTER (BOLINGBROOK IL)
IL
11/16/2004 - 08/31/2012
BROKERSXPRESS LLC (CHICAGO IL)
IL
09/24/2010 - 02/24/2012
OPTIONSXPRESS, INC. (CHICAGO IL)
NY
11/17/2000 - 11/12/2004
MAN SECURITIES INC (NEW YORK NY)
IA
Issued 12/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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