Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tretola is an experienced financial professional with over 25 years in the industry. Michael currently works with Arete Wealth Advisors, LLC, and holds the Series 7, 9, 10, 24, 63 and 65 licenses. Michael has previously worked with National Securities Corporation and Ladenburg Thalmann & Co. Inc. In addition to his work with Arete Wealth Advisors, LLC, Michael is also involved with several other investment-related businesses. Michael’s expertise extends to portfolio management for individuals and businesses, as well as providing financial planning and pension consulting services.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
07/20/2022 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
NY
01/04/2021 - 07/20/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
11/20/2002 - 12/31/2020
LADENBURG THALMANN & CO. INC. (MELVILLE NY)
NY
04/28/1997 - 11/20/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 11/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/25/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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