Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cologero is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC, where they provide financial planning, consulting, and portfolio management services for individuals, businesses, and charitable organizations. Previously, Michael worked with INVEST FINANCIAL CORPORATION, WELLS FARGO ADVISORS, LLC, OTA LLC, and OCWEN TRADING, INC.
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.
1
2
NJ
02/14/2018 - Present
LPL Financial LLC (WESTWOOD NJ)
NJ
03/17/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (WESTWOOD NJ)
NJ
11/21/2012 - 03/18/2014
WELLS FARGO ADVISORS, LLC (PARAMUS NJ)
NY
10/08/1990 - 01/28/2011
OTA LLC (PURCHASE NY)
NA
08/21/1984 - 10/08/1990
OCWEN TRADING, INC.
IA
Issued 01/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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