Unclaimed
Michael Anthony Bosi is a financial advisor with over 18 years of experience in the industry. Michael is currently registered with Voya Investment Management Co. LLC and has held previous registrations with NYLIFE DISTRIBUTORS LLC, ALLIANCEBERNSTEIN INVESTMENTS, INC., and AXA ADVISORS, LLC. Michael has a broad range of experience in financial advising, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael also specializes in providing financial advice to insurance companies, investment companies, banking or thrift institutions, charitable organizations, and state or municipal government entities.
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.
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.
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.
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.
1
2
NY
05/12/2021 - Present
Voya Investment Management Co. LLC (NEW YORK NY)
NY
07/16/2010 - 12/16/2013
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
02/13/2006 - 06/28/2010
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
01/18/2002 - 04/17/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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