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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lane is a financial advisor with Commonwealth Financial Network, a firm with a focus on providing a wide range of financial services to individuals, families, and businesses. Michael has been in the financial industry for over 12 years and holds various licenses and certifications. Michael's experience includes working with clients in diverse areas including investment management, financial planning, and retirement planning. Michael is committed to providing personalized financial advice and building long-term relationships with clients. Michael is a Certified Financial Planner™ professional.
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.
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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2
CT
07/06/2021 - Present
Commonwealth Financial Network (GLASTONBURY CT)
CT
12/15/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HARTFORD CT)
CT
08/05/2013 - 11/23/2016
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
CT
03/16/2007 - 02/02/2011
M HOLDINGS SECURITIES, INC. (WINDSOR CT)
CT
03/28/2006 - 02/06/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
BOTH
Issued 09/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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