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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 Anthony Barrella is a financial advisor with SPC, a firm that provides a wide range of financial services, including investment advisory, financial planning, and pension consulting. Michael is registered with the state of Florida and has been in the industry since 1987. Michael has a broad background in finance and has worked with a variety of financial institutions, including Ameriprise Financial Services, Inc., Summit Brokerage Services, Inc., and H&R Block Financial Advisors, Inc.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
FL
04/30/2013 - Present
SPC (MELBOURNE FL)
FL
07/14/2010 - 04/17/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MELBOURNE FL)
FL
01/03/2008 - 07/27/2010
SUMMIT BROKERAGE SERVICES, INC. (DAYTONA BEACH FL)
MI
07/23/1991 - 02/02/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
05/22/1989 - 07/24/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
03/27/1989 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
03/14/1988 - 02/04/1989
R.B. WEBSTER INVESTMENTS, INC.
NA
01/22/1986 - 04/16/1988
TRI-BRADLEY INVESTMENTS
IA
Issued 09/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/29/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/07/1992
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1989
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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