Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ajello is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona and Port Washington, New York. Michael offers a variety of financial services, including financial planning, pension consulting, and portfolio management for businesses and individuals. Michael is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
1
2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
CA
08/01/2003 - 10/04/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
06/22/1990 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
07/30/1986 - 06/20/1990
SALOMON BROTHERS INC. (NEW YORK NY)
NA
06/18/1984 - 07/07/1986
NATHAN & LEWIS SECURITIES, INC.
NA
02/15/1983 - 09/17/1984
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BOTH
Issued 06/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Ajello is the right advisor for you? Invested Better is here to help.
