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 Tramontano is a financial advisor with over 25 years of experience in the industry. Michael currently works at Rockefeller Financial LLC and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and with the State of Texas as an Investment Advisor Representative. Michael has a broad range of experience in the financial services industry, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Salomon Smith Barney Inc. Michael's expertise includes financial planning, portfolio management for businesses and individuals, and the selection of other advisors. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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2
TX
10/15/2021 - Present
Rockefeller Financial LLC (Dallas TX)
TX
02/03/2000 - 10/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
NY
12/13/1996 - 02/10/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
09/25/1996 - 07/27/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 01/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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