Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gabriel Quattrochi is an investment advisor representative with Osaic Wealth, Inc., located in Trinity, Florida. Michael has been in the financial services industry since 2018 and has a combined state law license (Series 66) in addition to the general securities representative examination (Series 7) and the Securities Industry Essentials Examination (SIE). Michael's professional experience includes working with Raymond James & Associates, Inc. and Securities America, Inc.. Michael provides financial planning, portfolio management and pension consulting services to individuals, families, and businesses. In addition to serving as a partner at Cornerstone Wealth Advisors, Michael is a council member of the HCA Florida Trinity Hospital Community Advisory Council.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (TRINITY FL)
FL
04/01/2021 - 06/14/2024
SECURITIES AMERICA, INC. (TRINITY FL)
FL
09/01/2020 - 04/08/2021
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 06/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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