Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lavera is a financial advisor with over 26 years of experience in the industry. Michael is currently registered with Raymond James & Associates, Inc. and holds licenses in both Kentucky and Texas. Michael has held previous positions with MORGAN KEEGAN & COMPANY, INC. and J.J.B. HILLIARD, W.L. LYONS, INC. Michael is a Series 6, 7, 63 and 65 licensed professional. Michael is also a licensed real estate owner and has a strong understanding of the real estate market.
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.
Please see note in schedule d - miscellaneous
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.
1
2
KY
09/20/2021 - Present
Raymond James & Associates, Inc. (LOUISVILLE KY)
KY
03/23/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (LOUISVILLE KY)
KY
04/17/2001 - 03/29/2006
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
07/05/1995 - 04/16/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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