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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 Cosimo Licosati is a registered investment advisor representative with Pacific Point Advisors, LLC. Michael has been in the financial services industry since 2000 and is registered with the state of California and Texas. Michael has a Series 65, 66, and 7 license. Michael also has an ownership interest in Axxcess Wealth Management, LLC, a passive investment vehicle.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/01/2024 - Present
Pacific Point Advisors, LLC (RANCHO SANTA FE CA)
NY
08/28/2000 - 11/28/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 10/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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