Unclaimed
Michael Cianciosa is a financial advisor with over 25 years of experience in the industry. Michael is registered with LPL Financial LLC and is a Series 6, 7, 10, 26, 63 and 66 licensed advisor. Michael has worked for several well-known financial institutions including HSBC Securities (USA) INC. and McDonald Investments Inc. Michael is also a registered Investment Advisor in New York, Pennsylvania and Texas.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/16/2019 - Present
LPL Financial LLC (GRAND ISLAND NY)
NY
01/01/2005 - 05/15/2012
HSBC SECURITIES (USA) INC. (KENMORE NY)
NY
10/23/2001 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
OH
05/14/1999 - 10/16/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
01/21/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
MD
02/15/1996 - 01/08/1998
M&T SECURITIES, INC. (BALTIMORE MD)
BOTH
Issued 09/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/01/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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