Unclaimed
Michael Staffieri is an investment advisor representative with Rovin Capital. Michael has been in the financial services industry for over 35 years. He is a Chartered Financial Consultant. Michael is licensed in California and has over 20 years of experience providing investment advice. Prior to joining Rovin Capital, Michael was a registered representative at First Allied Securities, Inc.
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.
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
AZ
01/01/2025 - Present
Rovin Capital (MESA AZ)
CA
11/13/2009 - 05/16/2017
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
10/09/1985 - 11/30/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN DIEGO CA)
IA
Issued 03/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/07/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
Not sure Michael Staffieri is the right advisor for you? Invested Better is here to help.