Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Abramo is a financial advisor who has been in the industry since 1997. Michael is currently registered with LPL Financial LLC and has been with the firm since 2013. Prior to that, Michael worked at UBS Financial Services Inc., Citigroup Global Markets Inc., PaineWebber Incorporated, and American Express Financial Advisors Inc. Michael holds a Series 7, Series 63, and Series 65 license. Michael specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and institutions. Michael is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
09/10/2013 - Present
LPL Financial LLC (UPTON MA)
MA
08/22/2007 - 09/12/2013
UBS FINANCIAL SERVICES INC. (BOSTON MA)
MA
03/10/2000 - 08/27/2007
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NJ
06/18/1998 - 04/05/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MN
10/24/1997 - 05/05/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/24/1997 - 05/05/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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