Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J. Fontanini is a financial advisor with Lion Street Financial, LLC in Austin, TX. Michael is a licensed securities professional with over 20 years of experience in the industry. Michael has a broad range of experience in financial services, and is committed to providing personalized financial advice to help clients reach their 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.
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.
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2
TX
02/09/2015 - Present
Lion Street Financial, LLC (AUSTIN TX)
CT
01/03/2013 - 11/01/2013
PRUCO SECURITIES, LLC. (HARTFORD CT)
CT
07/19/2010 - 01/02/2013
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
02/04/2009 - 06/11/2010
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
12/01/2005 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
03/14/2003 - 12/02/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 09/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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