Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Giliberto is an investment advisor representative with Oppenheimer & Co. Inc. in Cheshire, CT. He has been in the securities industry since December 15, 1991. Michael Giliberto has been with Oppenheimer & Co. Inc. since May 2011. Michael Giliberto is also registered as an investment advisor representative with the state of Connecticut and New York. Michael Giliberto specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Michael Giliberto has a series 7, 9, 10, 53, and 63 license and holds the designation of Chartered Financial Analyst.
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.
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.
Earned based on transactions or products sold.
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.
1
2
CT
04/07/2021 - Present
Oppenheimer & Co. Inc. (CHESHIRE CT)
CT
08/04/2009 - 05/24/2011
ROOSEVELT & CROSS, INCORPORATED (EAST HARTFORD CT)
CT
02/14/2006 - 07/31/2009
JANNEY MONTGOMERY SCOTT LLC (GLASTONBURY CT)
CT
01/10/1996 - 02/01/2006
ADVEST, INC. (HARTFORD CT)
NA
03/23/1988 - 05/01/1992
SHAWMUT BROKERAGE, INC.
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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