Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Lagos is a financial advisor with over 34 years of experience in the industry. Michael is a Certified Financial Planner™ professional and a Registered Representative with Lagos Wealth Advisors. Michael provides financial planning and investment management services to individuals, families, and businesses. Michael has a proven track record of helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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CA
09/06/2019 - Present
Lagos Wealth Advisors (DIAMOND BAR CA)
CA
09/17/2013 - 04/18/2022
TRIAD ADVISORS LLC (DIAMOND BAR CA)
CA
11/20/2012 - 10/07/2013
J.W. COLE FINANCIAL, INC. (DIAMOND BAR CA)
CA
05/04/2004 - 11/19/2012
CENTAURUS FINANCIAL, INC. (DIAMOND BAR CA)
AZ
05/16/2001 - 05/19/2004
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
CA
08/03/1998 - 05/23/2001
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
MA
07/18/1995 - 07/31/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
03/16/1995 - 07/05/1995
INVESTMENT ARCHITECTS, INC. (PETALUMA CA)
MA
11/29/1993 - 03/06/1995
ASSOCIATED SECURITIES CORP. (BOSTON MA)
NY
12/19/1989 - 12/03/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
01/04/1988 - 11/06/1989
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 06/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 06/01/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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