Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Giannattasio is a financial advisor with over 45 years of experience in the industry. Michael has a wide range of experience in the financial services industry, having worked for a number of firms, including New England Securities and MONY Sales, Inc. Michael is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Michael has a Series 63 and Series 65 license, and holds a Series 1, Series 6, Series 22, and Series 66 licenses as well. Michael offers a wide range of financial services, including investment advisory, portfolio management, and financial planning. Michael is committed to providing personalized service and helping clients achieve their financial goals.
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.
1
2
MA
05/08/2006 - Present
LPL Financial LLC (LYNNFIELD MA)
NY
11/03/1977 - 12/19/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
08/01/1977 - 03/09/1982
MONY SALES, INC.
NA
08/01/1977 - 03/09/1982
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
IA
Issued 05/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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