Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Larose is an investment advisor representative at Fidelity Personal and Workplace Advisors. Michael is a registered representative with FINRA and is registered to offer investment advice in 42 states. Michael has been in the financial services industry since 2000 and has extensive experience in providing investment advice to individuals and families. Michael is committed to helping clients achieve their financial goals.
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.
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.
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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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
02/27/2004 - 12/07/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
05/17/2002 - 02/04/2004
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MN
06/02/2000 - 10/11/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/02/2000 - 10/11/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/03/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/14/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2008
Series 3 - National Commodity Futures Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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