Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lavalley is a financial advisor with over 30 years of experience in the financial services industry. Michael is registered with MML Investors Services, LLC and has been with the firm since March 2017. Prior to that, Michael worked for MSI Financial Services, Inc. and New England Securities. Michael is a Series 6 and Series 63 licensed professional and holds the SIE designation. Michael offers a variety of financial services to individuals and businesses, including financial planning, investment management, and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
09/16/2021 - Present
MML Investors Services, LLC (ELMSFORD NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ELMSFORD NY)
NY
06/16/1994 - 01/02/2015
NEW ENGLAND SECURITIES (ELMSFORD NY)
NJ
09/17/1992 - 04/28/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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