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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carlo Bertelletti is a financial advisor at Avantax Advisory Services. Michael is registered with the state of New York to provide investment advice. Michael has been working in the financial services industry since 2016 and has experience with a variety of firms including Neuberger Berman BD LLC and J.P. Morgan Securities LLC. Michael holds the Series 7, Series 63 and Series 66 licenses. Michael's clients include high-net-worth individuals, corporations and pension and profit sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/23/2021 - Present
Avantax Advisory Services (Staten Island NY)
NY
03/28/2017 - 03/04/2020
NEUBERGER BERMAN BD LLC (NEW YORK NY)
NY
03/04/2016 - 04/05/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/24/2015 - 03/09/2016
LEGEND SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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