Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael R Lombardo is a financial advisor with over 46 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc., a firm with a strong reputation for providing financial planning, investment management, and educational services. Michael has a broad range of experience, having previously worked at WRP Investments, Inc., Walnut Street Securities, Inc., and Manequity, Inc.
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
OH
04/29/2019 - Present
Osaic Wealth, Inc. (NORTH ROYALTON OH)
OH
01/06/2000 - 12/31/2003
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
CA
02/08/1988 - 12/31/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
03/04/1983 - 02/18/1988
WRP INVESTMENTS, INC.
NA
12/06/1976 - 09/09/1983
MANEQUITY, INC.
BC
Issued 07/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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