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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 Joseph Lepore is a financial advisor currently registered with GYL Financial Synergies, LLC, in West Hartford, CT, and has been with the firm since August 2016. Before joining GYL, Michael Lepore worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, in West Hartford, CT, from June 2014. In addition to the CT location, GYL Financial Synergies, LLC also has a branch office in West Hartford, CT. Michael Lepore has a combined 24 years of experience in the financial industry. Michael Lepore is licensed to conduct securities business in Connecticut and Texas, and is also registered as an Investment Advisor Representative (IAR) in Connecticut and Texas.
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.
Credit and cash management solutions and insurance solutions
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.
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CT
11/01/2016 - Present
GYL Financial Synergies, LLC (WEST HARTFORD CT)
CT
06/20/2014 - 08/02/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WEST HARTFORD CT)
CT
07/01/2003 - 06/20/2014
WELLS FARGO ADVISORS, LLC (WEST HARTFORD CT)
NY
09/30/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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