Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scardino is an Investment Advisor Representative, with Lion Street Advisors, LLC. Michael has been in the financial services industry since 1993. Michael specializes in financial planning and investment advice for individuals and businesses. Michael has also been involved in rental property management and real estate sales. Michael is licensed in Arizona, California, Maine, Minnesota and Texas. Michael is registered with FINRA and the SEC.
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.
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
TX
11/05/2019 - Present
Lion Street Advisors, LLC (Weimar TX)
TX
01/29/2008 - 03/24/2015
NYLIFE SECURITIES LLC (WEIMAR TX)
TX
01/19/2005 - 01/28/2008
CAPITAL FINANCIAL SERVICES, INC. (WEIMAR TX)
CA
01/22/2002 - 10/25/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
IN
01/14/2000 - 12/31/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
GA
08/13/1997 - 12/31/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
08/09/1985 - 09/14/1989
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 11/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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