Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carmen Santangelo is a financial advisor with over 7 years of experience in the financial services industry. Michael currently works at Transamerica Retirement Advisors, LLC and is registered as a Registered Representative in Maryland. Prior to joining Transamerica Retirement Advisors, LLC, Michael worked at ALPS DISTRIBUTORS, INC. and INVESCO DISTRIBUTORS, INC. Michael holds Series 6, 7, 24, 51, and 66 securities licenses. Michael is also a Certified Financial Planner and is a member of the Financial Planning Association.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
MD
01/30/2020 - Present
Transamerica Retirement Advisors, LLC (Lutherville Timonium MD)
MD
07/17/2019 - 01/29/2020
ALPS DISTRIBUTORS, INC. (Baltimore MD)
TX
05/02/2011 - 02/16/2018
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 08/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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