Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Canestrari is a financial advisor with over 5 years of experience in the industry. Michael is registered with Geneos Wealth Management, Inc., and has a Series 6, 7TO, 63 and 65. Michael specializes in working with individuals, corporations, charitable organizations, and high net worth individuals. Michael is passionate about helping people achieve their financial goals. Michael is also a member of the Radford Public Library Board.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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VA
01/28/2022 - Present
Geneos Wealth Management, Inc. (RADFORD VA)
VA
04/19/2017 - 11/15/2021
WOODMEN FINANCIAL SERVICES, INC. (ROANOKE VA)
IA
Issued 01/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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