Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Saraullo is a financial professional with over 20 years of experience in the industry. Michael has a broad range of experience and licenses including Series 6, 7, 63, 66, 24, 51 and SIE. Michael is currently registered with Summit Financial, LLC as a registered representative and an investment advisor representative. Prior to this, Michael was a registered representative and an investment advisor representative with Meeder Distribution Services, Inc. and Foresters Financial Services, Inc. Michael has a strong background in financial planning, portfolio management and pension consulting. Michael offers a variety of investment services to a broad range of clients including individuals, corporations, charitable organizations, pension and profit sharing plans, and high-net-worth individuals. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
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
OH
04/05/2024 - Present
Summit Financial, LLC (DUBLIN OH)
OH
08/08/2018 - 10/01/2021
MEEDER DISTRIBUTION SERVICES, INC. (DUBLIN OH)
OH
06/15/2001 - 08/01/2018
FORESTERS FINANCIAL SERVICES, INC. (DUBLIN OH)
BOTH
Issued 12/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/09/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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