Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gentilella is a registered representative with Calton & Associates, Inc. located in Oakland, Florida. Michael has been in the financial industry since January 8, 2014. Michael is a Series 7, Series 66, and Series 27 licensed financial professional. Prior to joining Calton & Associates, Inc., Michael was employed with MSI FINANCIAL SERVICES, INC. in Orlando, Florida and INTL FCSTONE FINANCIAL INC. in Winter Park, Florida. Michael has extensive experience in providing financial planning, portfolio management for individuals and businesses, pension consulting, 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
04/03/2017 - Present
Calton & Associates, Inc. (Oakland FL)
FL
10/05/2015 - 11/10/2016
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
09/09/2013 - 08/24/2015
INTL FCSTONE FINANCIAL INC. (WINTER PARK FL)
MO
05/05/2009 - 06/25/2009
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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