Unclaimed
Michael Joseph Lamaina is a financial advisor registered with LPL Financial LLC. Michael has been in the financial services industry since 1990. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Michael is licensed to offer securities in several states and has a proven track record of providing financial advice to individuals and businesses. Cornerstone Financial Advisors, an independent investment advisor firm, was founded by Michael in 1996.
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.
1
2
NJ
01/26/2024 - Present
LPL Financial LLC (Haddon Heights NJ)
NJ
03/21/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (Haddon Heights NJ)
NJ
07/10/1996 - 03/25/2016
HORNOR, TOWNSEND & KENT, INC. (HADDON HEIGHTS NJ)
GA
10/15/1990 - 07/15/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
IA
Issued 03/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1992
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Lamaina is the right advisor for you? Invested Better is here to help.