Unclaimed
Michael Catanzaro is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Piper Sandler & Co. and holds a Series 7, Series 63, and SIE license. Michael has previously worked with CRT CAPITAL GROUP LLC, LAZARD CAPITAL MARKETS LLC, and THOMAS WEISEL PARTNERS LLC. Michael’s expertise spans a range of financial services, including portfolio management for businesses and analytical reports/public finance consulting program. Michael has a strong track record of success in serving clients. Michael is dedicated to providing clients with the highest level of service and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
MA
09/17/2015 - Present
Piper Sandler & Co. (Boston MA)
MA
02/10/2014 - 09/14/2015
CRT CAPITAL GROUP LLC (Boston MA)
MA
08/17/2010 - 01/16/2014
LAZARD CAPITAL MARKETS LLC (BOSTON MA)
MA
08/31/2000 - 07/26/2010
THOMAS WEISEL PARTNERS LLC (BOSTON MA)
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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