Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlo? Claim Your ProfileCarlo Micali is a financial advisor at Pimco Investments LLC in Newport Beach, CA. Carlo has been in the financial industry since August 2018. He is licensed in 16 states to provide investment advice and has passed Series 3, 7, 63, and SIE exams.
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.
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.
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2
CA
08/27/2018 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
BC
Issued 12/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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