linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Lacourt

National Financial Services LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Lacourt

Michael Lacourt is a financial professional with over 30 years of experience in the industry. Michael is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC. Michael has held previous positions with Fidelity Investments Institutional Services Company, Inc., Keyport Financial Services Corp., and Putnam Mutual Funds Corp. Michael holds FINRA Series 6, 7, 63, and 65 licenses as well as the SIE license.

Firm Information

Michael Lacourt is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Lacourt’s Registration & Firm History

MA

04/12/2020 - Present

National Financial Services LLC (BOSTON MA)

RI

07/05/1995 - 04/29/1996

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

MA

04/15/1993 - 03/25/1994

KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)

MA

08/19/1992 - 03/24/1993

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

Not sure if Michael Lacourt is right for you?

Licenses & Designations

IA

Issued 08/02/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1996

Series 7 - General Securities Representative Examination

BC

Issued 08/18/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael Lacourt.
Not sure if Michael Lacourt is right for you?