Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Marinelli is a financial advisor affiliated with Trajan Wealth, LLC, located in Scottsdale, Arizona. Michael has been in the financial industry since October 6, 2019, and has a strong background in securities and investment advisory services. Michael has a fiduciary responsibility to place the best interest of the client first and is committed to providing clients with personalized financial advice. Michael offers financial planning, educational seminars, and portfolio management for individuals and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
1031 advisory fees
1
2
FL
12/03/2024 - Present
Trajan Wealth, LLC (Sunrise FL)
AZ
01/08/2019 - 02/06/2019
MORGAN STANLEY (GILBERT AZ)
IA
Issued 06/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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