Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Paul Lafata is a financial professional registered with Cetera Investment Advisers LLC. Michael has been in the financial industry since January 13, 2020. Michael is registered as a Registered Representative and Investment Advisor Representative in Massachusetts and Texas. Michael is currently employed with Cetera Investment Advisers LLC in Worcester, Massachusetts. The branch office is located at 324 Grove Street. Michael is also licensed in 26 other states for broker-dealer activities and 2 states for investment advisory activities. Michael previously worked for VOYA FINANCIAL ADVISORS, INC. in BRAINTREE, MA.
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.
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.
1
2
MA
02/05/2024 - Present
Cetera Investment Advisers LLC (Worcester MA)
MA
01/14/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
BOTH
Issued 03/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Lafata is the right advisor for you? Invested Better is here to help.
