Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lacombe is a financial professional with over 30 years of experience in the financial services industry. Michael is registered with Hantz Financial Services, Inc. and holds Series 7, 6, 24, and 63 licenses. Michael's expertise includes financial planning, portfolio management, and pension consulting. Michael also worked for VESTAX SECURITIES CORPORATION and AMERICAN EXPRESS FINANCIAL ADVISORS INC. in the past. Michael specializes in serving individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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
MI
05/31/2012 - Present
Hantz Financial Services, Inc. (TAYLOR MI)
OH
02/04/1998 - 06/29/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
12/02/1987 - 10/25/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
11/04/1986 - 12/11/1987
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 11/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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