Unclaimed
Michael Lavita is a financial advisor who has been in the industry since December 30, 2016. Michael is currently registered with Blackstone Securities Partners LP in San Francisco, CA. Michael has passed the Series 7, Series 66, and SIE exams and is registered in all 50 states and Puerto Rico. Michael was previously registered with Eaton Vance Distributors, Inc. in Boston, MA from October 13, 2016 to June 2, 2020.
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.
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.
1
2
CA
08/21/2020 - Present
Blackstone Securities Partners LP (SAN FRANCISCO CA)
MA
10/13/2016 - 06/02/2020
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 12/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Lavita is the right advisor for you? Invested Better is here to help.