Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Comperchio is a financial professional with over 20 years of experience in the financial services industry. Michael currently is registered with Equitable Advisors, LLC. Michael holds the Series 7, Series 26, and Series 66 licenses, as well as the SIE. Michael also holds the Certified Financial Planner designation. Michael specializes in providing financial planning, investment management, and pension consulting to individuals, families, and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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OH
04/24/2024 - Present
Equitable Advisors, LLC (CINCINNATI OH)
OH
04/21/2014 - 04/02/2024
OSAIC INSTITUTIONS, INC. (Cincinnati OH)
OH
11/18/2011 - 04/21/2014
SIGNATOR INVESTORS, INC. (COLUMBUS OH)
OH
05/17/2011 - 11/30/2011
LPL FINANCIAL LLC (CINCINNATI OH)
OH
08/06/2008 - 05/19/2011
SUNSET FINANCIAL SERVICES, INC. (MASON OH)
OH
08/23/2005 - 07/15/2008
ESSEX NATIONAL SECURITIES, INC. (WHEELERSBURG OH)
MN
02/04/2005 - 09/01/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
FL
08/19/2002 - 01/10/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
11/16/2000 - 08/20/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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