Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Campopiano is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with D.A. Davidson & Co. and is licensed to provide investment advice in multiple states. Previously, Michael was employed at Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and FAM Distributors, Inc. Michael holds a variety of industry licenses and certifications, including Series 31, Series 7 and Series 66. Michael specializes in providing financial advice to individuals, high-net-worth individuals, corporations, businesses, pension and profit sharing plans, charitable organizations, and state or municipal government entities. Michael has also held advisory board positions with the University of La Verne.
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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2
CA
05/04/2022 - Present
D.a. Davidson & Co. (Claremont CA)
CA
06/01/2009 - 08/03/2021
MORGAN STANLEY (Pasadena CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PASADENA CA)
CA
03/15/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PASADENA CA)
NY
01/14/2002 - 03/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/05/2001 - 01/08/2002
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
05/02/2001 - 06/11/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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