Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lentini is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since 2010 and has experience working with individuals, corporations, charitable organizations, investment clubs, and retirement plans. Michael holds both Series 6, 7, and 66 securities licenses as well as a Series 63 license. Michael currently provides advisory services in Connecticut, Florida, New Jersey, New York, Pennsylvania, South Carolina, 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.
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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NY
06/09/2021 - Present
LPL Financial LLC (BEACON NY)
NY
02/08/2019 - 06/09/2021
M&T SECURITIES, INC. (HOPEWELL JUNCTION NY)
NY
04/19/2017 - 01/16/2019
KEY INVESTMENT SERVICES LLC (OSSINING NY)
NY
10/26/2015 - 04/19/2017
J.P. MORGAN SECURITIES LLC (YORKTOWN HEIGHTS NY)
NY
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (POUGHKEEPSIE NY)
NY
01/01/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POUGHKEEPSIE NY)
BOTH
Issued 11/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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