Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Isaac Silverberg is an investment advisor representative with LRI Investments. Michael Silverberg is a Chartered Financial Consultant. Michael has been in the securities industry since 1969. Michael's previous experience includes Essex Financial Services, Inc., Raymond James Financial Services, Inc., and Integrated Resources Equity Corporation. Michael has also served on the Advisory Board of The Lovins Group. Michael is currently registered in Connecticut and holds a Series 63, Series 7TO, Series 99TO, SIE, and Series 1 licenses.
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.
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
CT
05/14/2024 - Present
LRI Investments (Branford CT)
CT
12/02/2003 - 01/15/2016
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
FL
07/18/1989 - 12/01/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NA
12/16/1987 - 07/27/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/24/1986 - 01/12/1988
BROAD REACH CAPITAL, INC.
NA
11/08/1985 - 10/28/1986
LINSCO FINANCIAL GROUP, INC.
NA
06/29/1971 - 11/26/1985
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/01/1969 - 07/14/1971
CNA INVESTOR SERVICES, INC.
BC
Issued 05/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Silverberg is the right advisor for you? Invested Better is here to help.
