Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bartolotta is a financial professional with over 30 years of experience in the industry. Michael currently works for Hilltop Securities Inc. and is licensed in 53 states and the District of Columbia. Michael has a broad range of experience and holds several industry licenses, including Series 7, 24, 52, 53, 54, 50, 63, and SIE. Michael specializes in providing financial planning, educational seminars, and portfolio management services for both individuals and businesses. Prior to joining Hilltop Securities Inc., Michael worked for firms like Citigroup Global Markets Inc. and First Southwest Company, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
04/30/2020 - Present
Hilltop Securities Inc. (Houston TX)
TX
10/14/2015 - 05/04/2020
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
02/01/1996 - 09/04/2015
FIRST SOUTHWEST COMPANY, LLC (HOUSTON TX)
NA
08/07/1987 - 02/13/1996
MASTERSON MORELAND SAUER WHISMAN, INC.
BC
Issued 07/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2021
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 01/22/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/04/2020
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1987
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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