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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 Calabrese is a financial advisor registered with LPL Financial LLC. Michael Anthony Calabrese has been in the industry since July 17, 2004. Michael Anthony Calabrese is also registered with FINRA and has passed the Series 63, Series 7 and SIE exams. Michael Anthony Calabrese is licensed in 12 states. Michael Anthony Calabrese is affiliated with Severn Financial Solutions, LLC. and has been with LPL Financial LLC since April 2020. Michael Anthony Calabrese also has a Certified Financial Planner designation.
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
MD
04/30/2020 - Present
LPL Financial LLC (ANNAPOLIS MD)
MD
07/15/2016 - 04/30/2020
INDEPENDENT FINANCIAL GROUP, LLC (Annapolis MD)
MD
12/07/2009 - 07/15/2016
H. BECK, INC. (DAVIDSONVILLE MD)
MD
05/22/2008 - 12/07/2009
MEDALLION INVESTMENT SERVICES, INC. (ARNOLD MD)
MD
07/15/2004 - 05/16/2008
FSC SECURITIES CORPORATION (BOWIE MD)
BC
Issued 07/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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