Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pisani is a registered investment advisor representative with Tiaa-cref Individual & Institutional Services, LLC. Michael has over 10 years of experience in the financial services industry. Michael is a Series 66 and Series 63 licensed representative and also holds the Series 7, Series 31 and SIE licenses. Michael provides financial planning and portfolio management services to individuals and businesses. Michael is also a registered investment advisor representative with Tiaa.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Mt. Sinai NY)
NY
10/01/2012 - 09/13/2017
J.P. MORGAN SECURITIES LLC (MASSAPEQUA NY)
NY
03/08/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
04/14/2011 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
NY
06/02/2010 - 12/10/2010
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
02/11/2009 - 06/11/2010
METLIFE SECURITIES INC. (ROSLYN NY)
NY
09/05/2008 - 01/26/2009
AXA ADVISORS, LLC (LAKE SUCCESS NY)
BOTH
Issued 12/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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