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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ferro is an investment advisor representative with Horizon Wealth Advisors in Lakewood Ranch, FL. Michael has been in the industry since June 21, 1996 and is licensed to provide investment advice in Florida. Michael has worked with clients for over 20 years. Michael specializes in investment advice for individuals and corporations, offering financial planning, pension consulting, and portfolio management services. Prior to joining Horizon Wealth Advisors, Michael worked with UBS Financial Services Inc., Capital Securities of America, Inc., Wunderlich Securities, Inc., and BrokersXpress LLC.
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.
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.
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2
FL
06/08/2012 - Present
Horizon Wealth Advisors (LAKEWOOD RANCH FL)
FL
01/18/2011 - 12/31/2011
BROKERSXPRESS LLC (SARASOTA FL)
FL
03/01/2007 - 12/31/2010
WUNDERLICH SECURITIES, INC. (SARASOTA FL)
FL
03/12/2004 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (SARASOTA FL)
NJ
06/21/1996 - 03/11/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 07/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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