Unclaimed
Michael Antoni Denevi is a registered Investment Advisor Representative (IAR) with Hightower Advisors, LLC in Half Moon Bay, CA. Michael has been in the industry since 2003 and has been with Hightower Advisors, LLC since 2010. Michael is a licensed professional with a strong background in financial planning, portfolio management, and treasury management. Michael holds Series 7, 31 and 66 licenses. Michael is also registered with the state of California. Prior to joining Hightower Advisors, LLC, Michael worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
09/27/2010 - Present
Hightower Advisors, LLC (Half Moon Bay CA)
CA
10/31/2003 - 06/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
BOTH
Issued 12/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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