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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 Canzone is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Canter Wealth, where he is a Certified Financial Planner. Michael has previously worked with Ameriprise Financial Services, Inc., Fidelity Brokerage Services LLC, CUSO Financial Services, L.P., Wachovia Securities, LLC, Prudential Securities Incorporated, and Fortis Investors, Inc. Michael has a diverse background and has held both Series 6 and Series 7 licenses. Michael also has experience in Portfolio Management, Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers.
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.
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.
Educational seminars
1
2
CA
01/10/2022 - Present
Canter Wealth (LA JOLLA CA)
CA
11/11/2011 - 01/11/2018
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
05/23/2005 - 12/08/2011
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
12/02/2004 - 06/15/2005
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
MO
07/01/2003 - 12/09/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/26/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
03/15/1999 - 06/14/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/03/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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