Unclaimed
Michael Abramo is a registered investment advisor representative with Natixis Advisors, LLC, based in Boston, MA. Michael has been in the industry since May 2022. Michael is a Series 63, 65 and 7TO licensed professional. Prior to joining Natixis Advisors, LLC, Michael worked at Morgan Stanley and Fidelity Brokerage Services LLC. Michael's specializations include portfolio management for individuals, businesses, and investment companies. Natixis Advisors, LLC is an investment advisor that provides financial services including overlay portfolio management and model research, selection of other advisors, and portfolio management for individuals, businesses, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
1
2
MA
01/18/2024 - Present
Natixis Advisors, LLC (BOSTON MA)
MA
08/15/2022 - 01/04/2024
MORGAN STANLEY (Boston MA)
RI
04/04/2022 - 07/14/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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