Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alfonse Baratta has been in the financial services industry since June 2002. Michael is currently registered with Fiscal Wisdom Wealth Management LLC. Michael is a registered representative of and an investment advisor representative for Fiscal Wisdom Wealth Management LLC. Michael holds Series 6, 7, 63 and 65 licenses. Michael is a Chartered Financial Consultant (ChFC). In addition to Fiscal Wisdom Wealth Management LLC, Michael has previously been employed by SECURIAN FINANCIAL SERVICES, INC., FIRST HEARTLAND CAPITAL, INC., CENTERRE CAPITAL LLC, QA3 FINANCIAL CORP., and FREEDOM FINANCIAL, INC.. Michael has a broad range of experience in the financial services industry, including portfolio management, financial planning, and insurance sales.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Solicitor to other ia's
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CT
12/01/2022 - Present
Fiscal Wisdom Wealth Management LLC (CANTON CT)
GA
09/28/2016 - 05/27/2020
SECURIAN FINANCIAL SERVICES, INC. (Atlanta GA)
GA
03/17/2014 - 09/20/2016
FIRST HEARTLAND CAPITAL, INC. (ATLANTA GA)
GA
05/24/2010 - 03/17/2014
CENTERRE CAPITAL LLC (ATLANTA GA)
GA
07/05/2007 - 05/25/2010
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
02/10/2004 - 06/22/2007
QA3 FINANCIAL CORP. (ALPHARETTA GA)
NE
06/11/2002 - 02/10/2004
FREEDOM FINANCIAL, INC. (OMAHA NE)
IA
Issued 06/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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