Unclaimed
Michael Marchetti is a registered investment advisor with Synovus Securities, Inc. Michael has been in the securities industry since 1998. Michael has registrations in several states including Alabama, Connecticut, Florida, Georgia, Kentucky, South Carolina, and Virginia. Michael has experience providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations. Michael is also a General Partner at MARCHETTI INVESTMENTS, LLC.
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.
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.
Tax related services, administrative services
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.
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2
GA
12/22/2022 - Present
Synovus Securities, Inc. (NEWNAN GA)
BOTH
Issued 11/25/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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