Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lafratta is a financial advisor with PFS Investments Inc. Michael has been in the financial services industry since September 2007. Michael specializes in helping individuals create and manage investment portfolios. Michael holds the Series 6 and Series 63 securities licenses and the SIE exam.
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.
1
2
WI
12/02/2021 - Present
PFS Investments Inc. (BROOKFIELD WI)
WI
01/06/2012 - 12/16/2019
TRANSAMERICA FINANCIAL ADVISORS, INC (BROOKFIELD WI)
WI
12/13/2011 - 01/06/2012
WORLD GROUP SECURITIES, INC. (MADISON WI)
WI
11/11/2004 - 07/16/2009
WALNUT STREET SECURITIES, INC. (WAUKESHA WI)
GA
10/21/2002 - 05/12/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 05/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Lafratta is the right advisor for you? Invested Better is here to help.
