Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lacy is an investment advisor representative registered with Foundations Investment Advisors LLC and Alloy Investment Management. Michael has over 7 years of experience in the financial services industry and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Michael is a Certified Financial Planner and provides financial planning services to individuals and corporations. Michael focuses on portfolio management and investment advisory services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
01/02/2024 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
NC
12/09/2020 - 11/18/2023
J.P. MORGAN SECURITIES LLC (Huntersville NC)
WV
09/14/2017 - 08/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON WV)
WV
11/03/2015 - 08/08/2017
J.P. MORGAN SECURITIES LLC (CHARLESTON WV)
BOTH
Issued 01/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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