Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Curatolo is a financial advisor with Osaic Wealth, Inc. based in Williamsville, NY. Michael has been in the financial industry for over 38 years, specializing in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Michael holds a Series 66, Series 65, and Series 63 licenses, along with other industry credentials. Michael also offers advisory services such as financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
1
2
NY
08/07/2017 - Present
Osaic Wealth, Inc. (WILLIAMSVILLE NY)
NY
03/28/1985 - 09/18/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
08/27/1984 - 03/11/1985
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 05/25/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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