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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ladakos is a financial advisor with over 30 years of experience in the industry. He has worked with a number of firms in the past, including NatCity Investments, Inc., UVEST Financial Services Group, Inc., Waddell & Reed, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, American General Securities Incorporated, YP, LLC, and Integra Brokerage Services Company. Michael is currently registered with Oakmont Capital Management, LLC. Michael Ladakos is a registered Investment Advisor Representative in Pennsylvania. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Michael Ladakos is committed to providing his clients with personalized financial advice and services that are designed to help them 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
04/08/2010 - Present
Oakmont Capital Management, LLC (OAKMONT PA)
PA
02/07/2007 - 06/18/2007
NATCITY INVESTMENTS, INC. (BEAVER PA)
PA
05/12/2006 - 11/20/2006
UVEST FINANCIAL SERVICES GROUP, INC. (INDIANA PA)
PA
02/16/2006 - 05/08/2006
WADDELL & REED, INC. (MONROEVILLE PA)
MA
01/05/2004 - 02/25/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/05/2004 - 02/25/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
AZ
04/29/2003 - 06/04/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
PA
02/20/1997 - 11/19/2002
YP, LLC (PITTSBURGH PA)
NA
04/22/1996 - 05/14/1996
INTEGRA BROKERAGE SERVICES COMPANY
NA
07/09/1991 - 11/23/1994
INTEGRA BROKERAGE SERVICES COMPANY
RI
11/25/1986 - 03/14/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
08/05/1986 - 11/10/1986
FIDELITY DISTRIBUTORS CORPORATION
IA
Issued 02/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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