Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Erbaio is a financial advisor with Spire Wealth Management, LLC. Michael has been working in the financial industry since 2005. Michael is registered with the state of Florida as an Investment Advisor Representative. Michael has also worked for a number of other firms, including Securities America, Inc., Invest Financial Corporation, TIAA-CREF Individual & Institutional Services, LLC, VALIC Financial Advisors, Inc., Fidelity Brokerage Services LLC, Legg Mason Wood Walker, Incorporated, SII Investments, Inc., and Mercer Allied Company, L.P. Michael holds the Series 7 and Series 66 licenses. Michael is a specialist in providing financial planning, retirement and estate planning, divorce planning, and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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2
FL
02/15/2018 - Present
Spire Wealth Management, LLC (Fort Lauderdale FL)
FL
01/30/2017 - 01/12/2018
SECURITIES AMERICA, INC. (FORT LAUDERDALE FL)
FL
03/03/2014 - 05/07/2014
INVEST FINANCIAL CORPORATION (FORT LAUDERDALE FL)
FL
03/07/2013 - 08/07/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NAPLES FL)
FL
11/05/2012 - 01/17/2013
VALIC FINANCIAL ADVISORS, INC. (MIAMI LAKES FL)
NC
02/17/2006 - 08/16/2012
FIDELITY BROKERAGE SERVICES LLC (CARY NC)
MD
03/29/2005 - 09/02/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
WI
03/29/2004 - 09/02/2004
SII INVESTMENTS, INC. (APPLETON WI)
NY
08/30/2002 - 04/05/2004
MERCER ALLIED COMPANY, L.P. (COHOES NY)
BOTH
Issued 06/12/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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