Unclaimed
Michael Lapaglia is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc. Michael has been in the financial services industry since April 1995 and has experience working with individuals, families, and businesses. Michael is also a Registered Representative with Crump Insurance Services, and has experience in the mortgage industry working with Mid-Island Mortgage Corp., and All County Capital Corp.
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
NY
10/16/2020 - Present
Osaic Wealth, Inc. (BROOKLYN NY)
NY
05/23/1996 - 06/02/1998
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
09/11/1995 - 08/29/1996
DUKE & CO., INC. (NEW YORK NY)
HI
08/23/1995 - 09/25/1995
ABEL-BEHNKE CORPORATION (HONOLULU HI)
NY
04/27/1995 - 08/14/1995
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BOTH
Issued 07/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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