Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Montaruli is a financial advisor with LPL Financial LLC. Michael has been in the industry since August 2015 and is registered with the state of New York as well as Texas, Delaware, Virginia, Florida, Connecticut, New Jersey, North Carolina and West Virginia. Michael is also an Investment Advisor Representative and has a Series 6, 7, 63 and SIE license. Michael specializes in financial planning, investment management, and retirement planning. Michael also provides consulting and other non-discretionary advisory services. Michael is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/11/2021 - Present
LPL Financial LLC (MAHOPAC NY)
BC
Issued 09/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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