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 Lippert is a financial professional with over 15 years of experience in the financial services industry. Michael is currently a registered representative with Lincoln International LLC, a leading independent investment bank. Before joining Lincoln International, Michael worked at Oppenheimer & Co. Inc. and Houlihan Lokey Capital, Inc. Michael is a Series 7, Series 24, Series 63, and Series 79TO licensed professional. Michael is registered to offer securities in California, Illinois, Michigan, New York, and Texas.
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.
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CA
11/06/2018 - Present
Lincoln International LLC (San Francisco CA)
CA
07/16/2013 - 10/19/2018
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
CA
03/24/2008 - 07/26/2013
HOULIHAN LOKEY CAPITAL, INC. (SAN FRANCISCO CA)
BC
Issued 03/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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