Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Loizzi is a financial advisor at Rockefeller Financial LLC. Michael has been in the industry since 2011 and holds both Series 7TO and Series 65 licenses. Michael is a Certified Financial Planner and a Chartered Financial Analyst. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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.
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.
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2
IL
03/01/2021 - Present
Rockefeller Financial LLC (Chicago IL)
IA
Issued 03/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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