Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Craig Martone is a financial professional with over 20 years of experience in the financial services industry. Michael is currently a Registered Representative of Cadaret, Grant & CO., Inc. Prior to joining Cadaret, Grant & CO., Inc. Michael was a Registered Representative at A. G. EDWARDS & SONS, INC. and MORGAN STANLEY DW INC. Michael is licensed to provide financial and investment advice in a number of states including Arizona, California, Connecticut, Florida, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, and Rhode Island.
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.
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.
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NY
05/15/2006 - Present
Cadaret, Grant & CO., Inc. (Hawthorne NY)
NY
09/24/2002 - 06/02/2006
A. G. EDWARDS & SONS, INC. (WHITE PLAINS NY)
NY
01/28/2002 - 09/30/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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