Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Bertolucci is a financial advisor with LPL Financial LLC. Michael has been working in the financial industry since May 13, 2010, and is registered in 14 states. Previously, Michael worked for QUESTAR CAPITAL CORPORATION, and WALNUT STREET SECURITIES, INC..
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/07/2018 - Present
LPL Financial LLC (WEST HOLLYWOOD CA)
CA
04/17/2013 - 12/12/2018
QUESTAR CAPITAL CORPORATION (WEST HOLLYWOOD CA)
CA
05/13/2010 - 04/24/2013
WALNUT STREET SECURITIES, INC. (WEST HOLLYWOOD CA)
BOTH
Issued 08/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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