Unclaimed
Michael Lambrechts is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Fort Lauderdale, FL. Michael has been working in the financial industry since January 16, 2016. Michael is registered with the state of Florida and holds a Series 7 and Series 66 licenses. Michael also holds the SIE exam. Michael has previous experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and GSK Wealth Advisors, Inc. Michael is a member of the Broward County Housing Authority, KL Wealth Advisors LLC, Coastal Conservation Association Florida, John Michael Baker Fishing Tournament, Cambridge Investment Research, Inc., and Lauderdale Advisors LLC. Michael specializes in providing financial advice to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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
FL
09/29/2016 - Present
Cambridge Investment Research Advisors, Inc. (Fort Lauderdale FL)
FL
04/28/2015 - 12/17/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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