Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Lagoy is an investment advisor representative for The Ayco Company, LP. Michael is based in Canonsburg, Pennsylvania and has been in the industry since August 1997. Michael has a strong background in financial services, having previously worked for Mercer Allied Company, LP. and Keystone Brokerage, Inc. Michael holds multiple industry licenses, including Series 3, SIE, 7, 63, and 65. Michael is also registered with the state of Texas as an investment advisor representative. Michael is a seasoned professional with a proven track record of success in providing comprehensive financial planning and investment management services to individuals and families.
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.
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.
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.
1
2
PA
01/23/2022 - Present
THE Ayco Company, LP (CANONSBURG PA)
PA
11/10/1997 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
PA
07/02/1996 - 09/13/1996
KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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