Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fredrick Petramalo is a registered investment advisor representative with International Assets Investment Management, LLC. Michael has over 29 years of experience in the financial services industry. He is a registered representative with FINRA and holds the Series 6, 7, 9, 10, 24, 31, 63, and 65 licenses. Michael previously worked for SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., M&T Securities, Inc., CitiCorp Investment Services, and MONY Securities Corp. Michael provides financial planning, portfolio management for individuals and businesses, 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.
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
FL
08/08/2017 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
04/16/2014 - 12/09/2015
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
01/20/2010 - 04/15/2014
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
06/01/2009 - 12/02/2009
MORGAN STANLEY SMITH BARNEY (NAPLES FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NAPLES FL)
FL
03/07/2003 - 04/02/2007
MORGAN STANLEY DW INC. (NAPLES FL)
MD
09/11/1995 - 03/07/2003
M&T SECURITIES, INC. (BALTIMORE MD)
NY
09/20/1993 - 09/14/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/23/1992 - 10/14/1993
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 08/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Petramalo is the right advisor for you? Invested Better is here to help.
