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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Pescatore is an Investment Advisor Representative at Envestnet PMC. Michael has been in the industry since 1996 and has a Series 6, 7, 63, and 65 license. Michael has experience with portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael also provides financial planning and pension consulting services. Michael is based out of Envestnet PMC's Chicago, IL office.
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.
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.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
IL
05/12/2015 - Present
Envestnet PMC (CHICAGO IL)
MA
06/20/2003 - 04/04/2005
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NJ
10/10/2001 - 04/03/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
09/02/1998 - 10/05/2001
AMERICAN GENERAL FUNDS DISTRIBUTORS, INC. (BOSTON MA)
NY
07/11/1996 - 08/06/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
07/11/1996 - 08/06/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/11/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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