Michael W. Marchetti
Professional summary
Michael William Marchetti, who also goes by Michael Marcheti, Michael W. Marchetti, Michael Marchetti, is a registered financial advisor currently at LAKEVIEW FINANCIAL PLANNING located in Shirley, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael William Marchetti's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2017 - Present
LAKEVIEW FINANCIAL PLANNING
December 12, 2016 - August 17, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
May 23, 2016 - August 17, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/13/2017)
Exams
Current Firm
LAKEVIEW FINANCIAL PLANNING
CRD#: 289377 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 2,700,000 |
Red Flags
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