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Michael Joseph Licare

Tripletree, LLC

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About Michael Joseph Licare

Michael Joseph Licare is a financial advisor with over 10 years of experience in the financial industry. Michael currently works at Tripletree, LLC, where he has been employed since December 2021. Previously, Michael was employed by EP Securities, LLC from September 2012 to December 2021. Michael is licensed in New York and Minnesota. He holds the Series 63, Series 7, Series 79, and SIE licenses. Michael has a strong background in investment banking and is committed to providing his clients with personalized financial advice.

Firm Information

Michael Licare is currently registered with Tripletree, LLC. Tripletree, LLC is a Limited Liability Company formed on January 13, 1997. The company is registered in Minnesota and New York and has an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Licare’s Registration & Firm History

NY

12/03/2021 - Present

Tripletree, LLC (New York NY)

NY

09/21/2012 - 12/23/2021

EP SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph Licare.
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