Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Laliberte is a financial advisor who has been in the industry since 1999. Michael is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2016. Michael has also worked with MSI FINANCIAL SERVICES, INC. and CAMBRIDGE INVESTMENT RESEARCH, INC.. Michael holds licenses for Series 6, 7, 63, 65, and 66 exams. Michael offers a variety of services, including financial planning, portfolio management, pension consulting, market timing, and selection of other advisors. Michael has a strong track record of success and is committed to helping his clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
09/12/2016 - Present
Cambridge Investment Research Advisors, Inc. (New Bedford MA)
RI
03/12/2015 - 09/09/2016
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
FL
10/28/2005 - 03/21/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (NAPLES FL)
OH
08/29/2002 - 07/28/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
AL
01/30/2002 - 07/23/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
AL
10/10/2001 - 12/18/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
RI
01/26/2001 - 07/20/2001
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
IA
01/27/1999 - 12/31/2000
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
TN
01/28/1998 - 01/26/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
NE
09/20/1996 - 01/26/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
10/06/1992 - 09/26/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
05/01/1990 - 10/02/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 03/31/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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