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 Mondiello is a financial professional with over 28 years of experience in the securities industry. Michael is a Registered Representative and Investment Advisor Representative currently associated with A.g.p. / Alliance Global Partners. He holds a Series 7, 24, 63 and 65 license and has held prior registrations with Cantella & Co., Inc. and Joseph Gunnar & Co. LLC. Michael focuses on providing financial planning and portfolio management services to a wide range of clients, including individuals, businesses, corporations, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Michael has specialized in providing financial advice to clients in the areas of securities, fixed income, mutual funds, investment advisory services, and financial planning. Michael is dedicated to providing comprehensive financial advice and services to meet the needs of clients of all types.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
11/21/2022 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
03/10/2015 - 12/01/2022
CANTELLA & CO., INC. (New York NY)
NY
01/15/1998 - 03/11/2015
JOSEPH GUNNAR & CO. LLC (NEW YORK NY)
NY
01/24/1994 - 12/17/1997
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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