Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lublin has been in the financial services industry since 1989. Michael is currently registered with Northwestern Mutual Investment Services, LLC, and has been with the firm since 1991. Before that, Michael was with THOMAS JAMES ASSOCIATES, INC. and H. C. COPELAND AND ASSOCIATES EQUITIES, INC. Michael's experience and knowledge provide a solid foundation for building a successful financial plan.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
03/20/1991 - Present
Northwestern Mutual Investment Services, LLC (ORLANDO FL)
NA
07/19/1988 - 02/25/1989
THOMAS JAMES ASSOCIATES, INC.
NA
03/16/1984 - 04/17/1985
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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