Unclaimed
Michael Giorgetti is a financial advisor who has been in the industry since 2009. Michael is currently registered with Citigroup Global Markets Inc. Michael previously worked with Morgan Stanley, Raymond James & Associates, Inc., Signator Investors, Inc., MetLife Investors Distribution Company and MetLife Securities, Inc. Michael holds FINRA Series 6, 7, 9, 10, 24, 26, 31, 63, 66 and SIE licenses and has a CFP designation. Michael provides financial planning, portfolio management for businesses and individuals, asset allocation advice, publication of periodicals, selection of other advisers, and pension consulting.
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.
Asset allocation advice
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
07/26/2022 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
08/02/2018 - 08/03/2022
MORGAN STANLEY (Tampa FL)
FL
03/28/2017 - 07/23/2018
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
FL
10/25/2016 - 03/27/2017
SIGNATOR INVESTORS, INC. (ST. PETERSBURG FL)
FL
06/30/2016 - 09/07/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (TAMPA FL)
FL
03/23/2015 - 06/30/2016
METLIFE SECURITIES, INC (TAMPA FL)
CT
10/29/2007 - 07/23/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
BOTH
Issued 08/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/07/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/12/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Giorgetti is the right advisor for you? Invested Better is here to help.