Unclaimed
Michael A. Piccione is a financial advisor with over 20 years of experience. Michael A. Piccione is registered with LPL Financial LLC and is also licensed in multiple states, including Florida, Texas, Georgia, Maryland, North Carolina, Ohio, and Wisconsin. Michael A. Piccione has a proven track record of providing personalized financial advice to individuals, families, and businesses. Michael A. Piccione specializes in a wide range of financial services, including financial planning, retirement planning, investment management, and insurance. Michael A. Piccione is dedicated to helping clients achieve their financial goals and has a strong understanding of the financial markets and investment strategies.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
05/18/2023 - Present
LPL Financial LLC (ELLENTON FL)
FL
01/03/2018 - 05/22/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Ellenton FL)
FL
01/25/2016 - 12/19/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Bradenton FL)
FL
11/26/2012 - 02/02/2016
SAGEPOINT FINANCIAL, INC. (SUN CITY CENTER FL)
FL
09/15/2009 - 11/26/2012
THE INVESTMENT CENTER, INC. (SUN CITY CENTER FL)
FL
07/06/2004 - 09/29/2009
WOODBURY FINANCIAL SERVICES, INC. (LAKELAND FL)
WI
01/02/2004 - 07/07/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
MI
04/26/2001 - 12/31/2003
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
NY
09/18/2000 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Piccione is the right advisor for you? Invested Better is here to help.