Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martin Pirrello is a financial advisor with over 25 years of experience in the industry. Michael has held positions at several prominent firms, including Ameriprise Financial Services, Inc., LPL Financial LLC, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hornblower & Weeks, Inc. Currently, Michael is registered with Raymond James Financial Services Advisors, Inc. and serves as a partner at Mill Ridge Wealth Management, LLP. Michael is also an associate at Concurrent Advisors, where they provide support services. Michael holds multiple licenses and designations, including the Series 7, 24, 31, 63, and 65 licenses, as well as the Certified Financial Planner designation. They primarily serves individuals, high net worth individuals, corporations, and businesses, offering a range of services, including financial planning, portfolio management, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
03/02/2018 - Present
Raymond James Financial Services Advisors, Inc. (MORRISTOWN NJ)
NJ
08/17/2012 - 02/05/2018
AMERIPRISE FINANCIAL SERVICES, INC. (CHESTER NJ)
NJ
03/09/2007 - 08/31/2012
LPL FINANCIAL LLC (CHESTER NJ)
NJ
09/26/2003 - 03/19/2007
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NY
11/10/1998 - 10/07/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/11/1998 - 10/08/1998
HORNBLOWER & WEEKS, INC. (NEW YORK NY)
NY
02/14/1997 - 08/10/1998
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
06/14/1996 - 01/27/1997
RAS SECURITIES CORP. (NEW YORK NY)
CA
12/07/1995 - 07/17/1996
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
CA
03/28/1995 - 12/15/1995
THE BOSTON GROUP (LOS ANGELES CA)
NJ
05/02/1994 - 04/12/1995
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
IA
Issued 3/3/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 4/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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