Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lomas is an investment advisor representative with Independent Solutions Wealth Management, LLC. Michael has been in the financial services industry since December 12, 1996. Michael is licensed to provide investment advice in Florida, Louisiana, New York, and Texas. Michael has a total of 38 approved state and federal securities registrations, and is a registered representative with FINRA. Michael's expertise includes investments in a wide variety of asset classes. Michael Lomas specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
09/25/2015 - Present
Independent Solutions Wealth Management, LLC (WILLIAMSVILLE NY)
NY
01/07/2000 - 09/24/2015
NEXT FINANCIAL GROUP, INC. (WILLIAMSVILLE NY)
NJ
06/27/1997 - 01/18/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
12/13/1996 - 06/26/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 11/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Lomas is the right advisor for you? Invested Better is here to help.
