Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Caprai is a financial advisor at LPL Financial LLC. Michael has been in the industry since December 1998. Michael has a strong background in providing financial advice and services, having worked with various firms such as Commonwealth Financial Network and Citigroup Global Markets Inc. Michael is registered as a Registered Representative in Idaho and Texas. Michael offers a range of financial services, including financial planning, portfolio management, and consulting. Michael is committed to providing clients with personalized advice and guidance to help them 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.
Consulting and other non-discretionary advisory services
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.
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2
ID
03/13/2024 - Present
LPL Financial LLC (TWIN FALLS ID)
ID
09/19/2003 - 03/12/2024
COMMONWEALTH FINANCIAL NETWORK (Twin Falls ID)
NY
04/20/2000 - 10/03/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/11/1998 - 04/27/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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