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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephen Pratico is a financial advisor registered in Maine and Massachusetts. Michael currently works for Captrust. Michael has been in the financial services industry since 1991. Previously, Michael worked for CAPFINANCIAL SECURITIES, LLC. in Boston, Massachusetts, LINCOLN FINANCIAL ADVISORS CORPORATION in Falmouth, Maine, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY in Fort Wayne, Indiana and UNUM SALES CORPORATION in Portland, Maine. Michael has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Michael is also a Series 6 and SIE licensed representative.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
06/24/2021 - Present
Captrust (Boston MA)
MA
10/03/2006 - 05/24/2024
CAPFINANCIAL SECURITIES, LLC. (Boston MA)
ME
10/01/1996 - 09/05/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FALMOUTH ME)
IN
01/24/1997 - 06/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
ME
03/06/1991 - 10/01/1996
UNUM SALES CORPORATION (PORTLAND ME)
IA
Issued 11/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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