Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gaeta is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since October 2013. Michael has previously worked with several firms, including TD Ameritrade, Inc. and OLDE Discount Corporation. Michael has a strong track record of providing financial advice to individuals, corporations, and charitable organizations. Michael is also a registered investment advisor in the state of New York.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
NY
07/16/1996 - 01/20/2012
TD AMERITRADE, INC. (GREAT NECK NY)
MI
02/28/1996 - 06/11/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
10/25/1995 - 11/16/1995
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
07/14/1995 - 10/31/1995
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 06/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/21/1998
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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