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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Petagna is a financial advisor with Amuni Financial, Inc., an investment firm located in St. Petersburg, Florida. Michael has been in the financial industry for more than 12 years, with experience in various areas, including securities and investment advisory. Michael holds numerous licenses and registrations, including Series 63, Series 66, Series 7, Series 24, Series 27, Series 53, and Series 99TO, as well as state registrations in several states. This extensive experience and qualifications ensure that Michael has the knowledge and skills to provide comprehensive financial advice. Michael's firm, Amuni Financial, Inc., offers investment advice and portfolio management for individuals and businesses. They also provide financial planning services and educational seminars to their clients.
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.
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.
Financial planning services available through clearing agent agreement
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.
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2
FL
03/06/2020 - Present
Amuni Financial, Inc. (ST. PETERSBURG FL)
BOTH
Issued 01/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/29/2016
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/27/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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