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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 Petrizzo is a financial advisor with Morgan Stanley. Michael is a registered representative and investment advisor representative in a number of states including New York, Connecticut, and Texas. Michael has over 30 years of experience in the financial services industry. Michael's prior experience includes positions at firms like Citigroup Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Michael's areas of specialization include investment management, financial planning, and asset allocation advice. Michael is a Certified Financial Planner and holds the Series 7, 63 and 65 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
01/25/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/01/2003 - 02/01/2008
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
01/11/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/11/1997 - 01/09/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
06/17/1991 - 12/02/1997
CIBC OPPENHEIMER (NEW YORK NY)
IA
Issued 12/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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