Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Emilio Giliberto is a financial professional with over 30 years of experience in the securities industry. Michael is currently registered with Oppenheimer & Co. Inc. and has been with the firm since 2011. Michael has also held previous positions with Roosevelt & Cross, Incorporated, Janney Montgomery Scott LLC, Advest, Inc., and Shawmut Brokerage, Inc. Michael holds several industry licenses including the Series 63, Series 10, Series 9, Series 53, SIE and Series 7 exams. Michael is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and pension consulting services.
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 01/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
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
Not sure Michael Giliberto is the right advisor for you? Invested Better is here to help.
