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 Paciotti is an Investment Advisor Representative with Integrated Capital Management, Inc., a registered investment advisor. Michael has been in the industry since 1996. He is a Chartered Financial Analyst (CFA) and holds the Series 7, 63 and 65 licenses. Michael's experience includes working for several other firms such as FSC Securities Corporation, Park Avenue Securities LLC, Vanguard Marketing Corporation, and Prudential Securities Incorporated. He specializes in providing financial planning, portfolio management, and pension consulting services. Michael and his team manage over $197 million in assets for individuals, businesses, pension plans, charitable organizations, and state and municipal government entities.
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.
Guidance on pension options to ensure a secure financial future.
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.
Assets under advisement
1
2
PA
05/01/2009 - Present
Integrated Capital Management, Inc. (JESSUP PA)
PA
04/30/2009 - 03/15/2013
FSC SECURITIES CORPORATION (SCRANTON PA)
PA
01/11/2005 - 03/31/2009
PARK AVENUE SECURITIES LLC (BETHLEHEM PA)
PA
04/13/1999 - 05/16/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
05/22/1996 - 05/09/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Paciotti is the right advisor for you? Invested Better is here to help.
