Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Angelo Alfieri is a financial advisor with Mutual of Omaha Investor Services, Inc. Michael has over 30 years of experience in the financial services industry. He is licensed to conduct securities business in Alaska, California, and Nevada. Michael is a Series 7, Series 10, and Series 63 licensed professional. Previously, Michael worked for MetLife Securities Inc. and Metropolitan Life Insurance Company. Michael specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
CA
05/02/2003 - Present
Mutual OF Omaha Investor Services, Inc. (LOS ANGELES CA)
MA
09/28/1992 - 03/04/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/28/1992 - 03/04/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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