Unclaimed
Luigi Muccitelli is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Luigi has been in the securities industry since November 23, 1993 and holds licenses in 23 states. Luigi has previously been registered with Ameriprise Financial Services, LLC, Bay Crest Partners, LLC, Quattro M Securities Inc., Farina & Associates, Inc., Jefferies Execution Services, Inc., Monaco Brokerage Corporation, Labranche Financial Services, Inc., Oscar Gruss & Son, Incorporated, and Hibbard Brown & Co., Inc. Luigi is currently licensed as an Investment Advisor Representative and has passed Series 63, 65, 7, 9, 10, 24, 25, 55, 57TO, and SIE exams. Luigi is currently an officer and CEO at Fondi Wealth Management, Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (Briarcliff Manor NY)
NY
01/09/2015 - 08/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Briarcliff Manor NY)
NY
11/03/2010 - 01/05/2015
BAY CREST PARTNERS, LLC (NEW YORK NY)
NY
02/10/2009 - 11/19/2010
QUATTRO M SECURITIES INC. (NEW YORK NY)
NY
09/19/2008 - 02/17/2009
FARINA & ASSOCIATES, INC. (NEW YORK NY)
NY
06/22/2007 - 09/30/2008
JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)
NY
10/01/2000 - 06/27/2007
MONACO BROKERAGE CORPORATION (MT. KISCO NY)
NY
01/03/2002 - 04/29/2002
LABRANCHE FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/19/1994 - 10/17/2001
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
NY
08/24/1993 - 10/21/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 04/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2000
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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