Michael K Luz

Managing Director And Business Development And Investment Advisor Representative

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Location:

7082 Bestel Ave, Westminster, CA 92683

Industry:

Financial Services

Work:

Lazari Capital Management, Inc.
Managing Director and Business Development and Investment Advisor Representative
First Capital Real Estate Advisors, Lp Dec 2015 - Oct 2016
Co-President
Financial West Group 2013 - 2015
President, Chief Financial Officer and Board of Director
Independent Agent 2013 - 2015
Licensed Insurance Agent
Us Marine Corps Jun 1983 - 1993
U.s Marine

Education:

Pepperdine Graziadio Business School 1996
Master of Business Administration, Masters, Business Administration, Management, Business Webster University 1993
Masters, Master of Arts, Management Southern Illinois University, Carbondale 1991
Bachelors, Bachelor of Science, Management, Aviation Pepperdine University
Master of Business Administration, Masters Southern Illinois University
Bachelors, Bachelor of Science

Skills:

Investments
Alternative Investments
Wealth Management
Mutual Funds
Investment Advisory
Retirement Planning
Securities
Asset Management
Asset Allocation
Bonds
Equities
401K
Financial Services
Investment Management
Retirement
Finance
Fixed Annuities
Fixed Income
Insurance
Financial Advisory
Portfolio Management
Investment Strategies
Investment Properties
Annuities
Investment Banking
Financial Planning
Business Development
Commercial Real Estate
Executive Management
Management
Leadership
Series 24
Finra
Separately Managed Accounts
Private Placements
Unit Investment Trusts
Finop
Etfs
Holistic Financial Planning
Stocks
1031 Exchanges
Series 7
New Business Development
Real Estate Investment
Series 27
Structured Products

Certifications:

Series 7 General Securities
Series 24 - General Securities Principal
Series 63
Series 66
Series 27 Financial and Operations Principal
Finra
Financial Industry Regulatory Authority

Michael Luz

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