Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gordon Lachnit is a financial advisor at Oppenheimer & Co. Inc. Michael has been working in the financial industry since 1989. Michael is licensed to provide investment advice in Missouri and Texas. Michael has experience working with clients who are individuals, high-net-worth individuals, corporations, retirement plans, and pooled investment vehicles. Michael is able to provide a range of financial services including financial planning, portfolio management, and selection of other advisors. Michael has worked for Oppenheimer & Co. Inc. since 2009 and has previously worked at Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Earned based on transactions or products sold.
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
MO
02/09/2018 - Present
Oppenheimer & Co. Inc. (SPRINGFIELD MO)
MO
02/22/2000 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MO)
NY
11/21/1989 - 03/01/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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