Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ottolini is an Investment Advisor Representative at Cerity Partners LLC. Michael has been in the industry since December 2013. Michael has a Series 66, Series 7 and SIE. Michael has held previous positions at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and Bank of America. Michael is a Chartered Financial Analyst. Cerity Partners LLC is an SEC registered investment advisor and their main office is located in New York, NY. Cerity Partners LLC provides advisory services to individuals, businesses, pooled investment vehicles, charitable organizations, pension and profit-sharing plans and more.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
04/19/2024 - Present
Cerity Partners LLC (NEW YORK NY)
NY
12/12/2013 - 04/01/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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