Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gregory Lakner is a financial professional registered with Concourse Financial Group Securities, Inc. Michael Lakner is a registered representative with the state of Indiana and is also registered as an Investment Advisor Representative. Michael Lakner has passed the Series 63, Series 65, and Series 6TO exams in addition to the Securities Industry Essentials exam. Michael Lakner has been in the industry since 2020. Michael Lakner currently works at the Goshen branch of Concourse Financial Group Securities, Inc. in Indiana. Michael Lakner provides services for high-net-worth individuals, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Michael Lakner provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
04/13/2023 - Present
Concourse Financial Group Securities, Inc. (Goshen IN)
IA
Issued 04/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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