Unclaimed
Michael LaFontaine is a registered investment advisor representative with Aza Capital Management. Michael has been with the firm since August 2009. Before joining Aza Capital Management, Michael was with NRP FINANCIAL, INC. and AXA ADVISORS, LLC. Michael has been working in the industry for over 16 years. Michael is licensed to provide investment advice in Illinois, Michigan, and Texas. Michael holds a Series 7 and Series 66 license. Michael specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IL
07/01/2014 - Present
AZA Capital Management (CHICAGO IL)
IL
12/12/2006 - 08/17/2009
NRP FINANCIAL, INC. (NORTHBROOK IL)
IL
07/07/2006 - 12/01/2006
AXA ADVISORS, LLC (NORTHBROOK IL)
BOTH
Issued 07/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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