Unclaimed
Michael Marrapese is a financial advisor with MAI Capital Management, LLC. Michael has been in the financial services industry since 2005 and has a background in equities trading and investment banking. Michael is a Chartered Financial Analyst (CFA) and holds Series 3, 7, 25, 55, and 63 licenses. Michael has a strong track record of providing personalized financial advice and portfolio management services to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals through a comprehensive and customized approach.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
12/22/2023 - Present
MAI Capital Management, LLC (CLEVELAND OH)
FL
10/13/2005 - 06/16/2016
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
BC
Issued 10/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2016
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/02/2006
Series 25 - NYSE Trading Assistant Examination
BC
Issued 10/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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