Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lacosta is a Financial Advisor at MML Investors Services, LLC. Michael has been in the financial services industry since 2012 and has a strong track record of success in helping clients achieve their financial goals. Michael has a Series 7, Series 63, Series 65, and Series 3 licenses. Michael holds a Bachelor of Science in Business Administration from Fordham University. Michael is also a Registered Representative with MML Investors Services, LLC.
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
NJ
11/18/2021 - Present
MML Investors Services, LLC (Warren NJ)
NJ
02/25/2020 - 07/30/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Red Bank NJ)
NY
10/24/2012 - 02/19/2013
GFI SECURITIES LLC (NEW YORK NY)
IA
Issued 10/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2013
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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