Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lovering is a financial professional with over 18 years of experience in the industry. Michael currently works at Fidelity Brokerage Services LLC in Boston, MA, where Michael holds a Series 7TO, Series 7, and SIE registration. Prior to this, Michael was employed by Commonwealth Financial Network in Waltham, MA, National Financial Services LLC in Boston, MA, and R.W. Smith & Associates, Inc. in Hingham, MA. Michael has passed the Series 66, Series 63, Series 4, and Series 9 exams. Michael has a track record of success in the financial services industry and is committed to providing clients with personalized financial advice and solutions.
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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2
MA
08/10/2024 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
04/30/2012 - 07/02/2015
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
04/14/2009 - 09/07/2011
R.W. SMITH & ASSOCIATES, INC. (HINGHAM MA)
MA
12/04/2006 - 12/11/2008
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
09/20/1995 - 12/04/2006
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 09/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2013
Series 4 - Registered Options Principal Examination
BC
Issued 05/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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