Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aldo Gandolfini is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Michael has been in the industry since January 30, 2020 and holds multiple licenses and registrations, including Series 7, Series 66, and SIE exams. Prior to joining LPL Financial LLC, Michael was with J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Michael has experience in various areas of financial services including retirement planning, college savings, and estate planning. Michael is committed to providing personalized financial advice and helping clients reach their financial goals.
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
CT
05/15/2024 - Present
LPL Financial LLC (Rocky Hill CT)
CT
12/21/2022 - 05/15/2024
J.P. MORGAN SECURITIES LLC (Avon CT)
CT
01/31/2020 - 01/03/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
BOTH
Issued 03/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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