Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lemay is a financial advisor at LPL Financial LLC with over 15 years of experience. Michael provides financial planning and investment management services to individuals, families, and businesses. Michael is registered in 22 states and holds the Series 66, Series 7 and SIE licenses. Michael has worked at Lincoln Financial Securities Corporation in the past and has experience providing financial guidance in the Worcester, MA area.
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.
Consulting and other non-discretionary advisory services
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.
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MA
07/22/2020 - Present
LPL Financial LLC (WORCESTER MA)
MA
01/04/2008 - 02/27/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (WORCESTER MA)
BOTH
Issued 02/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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