Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Begin is an investment advisor representative who has been in the industry for over 30 years. Michael is registered in Connecticut, New York, California and Florida and holds Series 6, 7, 63, and 65 securities licenses. Michael is currently affiliated with Lifestyle Freedom Advisory Group, LLC. Before joining Lifestyle Freedom Advisory Group, LLC, Michael worked at several firms, including Grant Williams L.P., LPL Financial Corporation, and Sun Investment Services Company. Michael's specialties include financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees and assets under advisement
1
2
CT
04/03/2021 - Present
Lifestyle Freedom Advisory Group, LLC (Mystic CT)
CT
06/24/2013 - 02/07/2014
PURSHE KAPLAN STERLING INVESTMENTS (NEW HAVEN CT)
CT
01/25/2008 - 06/21/2013
GRANT WILLIAMS L.P. (WEST HAVEN CT)
CT
08/12/1997 - 01/31/2008
LPL FINANCIAL CORPORATION (ROCKY HILL CT)
MA
01/30/1994 - 08/06/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
FL
03/02/1993 - 12/31/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 10/01/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Begin is the right advisor for you? Invested Better is here to help.
