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 Petrocelli is a financial advisor with over 12 years of experience in the industry. Michael is currently registered with Trustmont Advisory Group, Inc. in Pennsylvania. Michael has also been associated with SAGEPOINT FINANCIAL, INC in Pennsylvania. Michael holds the Series 7TO, Series 66, and SIE licenses. Michael's areas of specialization include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/27/2020 - Present
Trustmont Advisory Group, Inc. (MONROEVILLE PA)
PA
09/30/2019 - 08/18/2020
SAGEPOINT FINANCIAL, INC. (PITTSBURGH PA)
BOTH
Issued 11/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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