Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Compitello is a financial advisor who has been working in the industry since September 2022. Michael is registered with the state of North Carolina and Texas as a Registered Representative and Investment Advisor Representative. Michael is affiliated with Fidelity Personal and Workplace Advisors. Fidelity Personal and Workplace Advisors is an investment advisor firm that provides financial planning, portfolio management and educational seminars to individuals and businesses. The firm has approximately $1 billion to $10 billion in regulatory assets under management. Michael is licensed to offer investment advisory services to individuals and businesses. Michael has passed the Series 7TO, SIE and Series 66 exams.
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.
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
NC
10/28/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 10/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Compitello is the right advisor for you? Invested Better is here to help.
