Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bagnulo has been in the financial services industry since 1979. He is currently registered with L.m. Kohn & Co. in Cincinnati, Ohio and Roswell, Georgia. Michael has experience in both broker-dealer and investment advisory roles. He has served as a registered representative, investment advisor, and principal throughout his career. Michael has a wide range of experience working with individual investors, high-net-worth individuals, corporations, and pension and profit-sharing plans. Michael has a proven track record of providing comprehensive financial advice and investment management services.
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.
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.
Flat commission/execution fee
1
2
OH
01/17/2012 - Present
L.m. Kohn & Co. (CINCINNATI OH)
GA
07/12/2001 - 01/17/2012
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
CT
12/19/2000 - 08/03/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
CO
01/22/1990 - 12/19/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
NA
01/19/1984 - 01/12/1990
SWINK & COMPANY, INC.
NA
01/09/1986 - 07/08/1986
BEAR, STEARNS & CO. INC.
NA
10/24/1979 - 12/27/1983
HERETH, ORR & JONES, INC.
NA
06/21/1979 - 10/26/1979
FIRST CITIZENS MUNICIPAL CORPORATION
IA
Issued 06/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1992
Series 4 - Registered Options Principal Examination
BC
Issued 12/23/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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