Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Cogliano is a financial advisor with over 27 years of experience in the financial services industry. Michael is registered with MML Investors Services, LLC, and has been active since June 2022. Michael is a licensed and registered financial advisor in the state of Texas, where he holds both Broker/Dealer and Investment Advisor registrations. He has previously worked with Momentum Independent Network Inc., Hilltop Securities Inc., H.D. Vest Investment Securities, Inc., and PFS Investments Inc., serving a broad client base including individuals, corporations, and institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
06/13/2022 - Present
MML Investors Services, LLC (DALLAS TX)
TX
02/01/2007 - 04/26/2022
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
TX
07/27/2000 - 04/26/2022
HILLTOP SECURITIES INC. (DALLAS TX)
TX
12/12/1997 - 08/02/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
GA
09/27/1994 - 12/09/1997
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/30/2010
Series 14 - Compliance Officer Examination
BC
Issued 01/18/2000
Series 4 - Registered Options Principal Examination
BC
Issued 11/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 3 - National Commodity Futures Examination
BC
Issued 07/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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