Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Santarelli is a registered Investment Advisor Representative with Altman Advisors. Michael has been in the industry since July 2002. Michael is also a General Partner with SCV Capital, LLC, a small cap value and large cap core public equity investment firm. Michael's practice is focused on financial planning, portfolio management for individuals and businesses, and pension consulting. Michael has passed the Series 63, Series 65 and SIE exams.
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.
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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IL
01/06/2022 - Present
Altman Advisors (CHICAGO IL)
IA
Issued 07/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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