Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sindici is an Investment Advisor Representative with Aristotle Capital Management, LLC. Michael is a Registered Investment Advisor with over 20 years of experience in the financial services industry. Michael has a wide range of experience in the investment advisory field, including experience with portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Michael is also a Chartered Financial Analyst (CFA). Michael’s current role is Managing Director, RIA - Bank Group, and focuses on client services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
10/06/2015 - Present
Aristotle Capital Management, LLC (SAN DIEGO CA)
CA
06/23/2014 - 10/24/2023
IMST DISTRIBUTORS, LLC (Newport Beach CA)
CA
11/12/2010 - 04/08/2014
NUVEEN SECURITIES, LLC (SAN DIEGO CA)
NY
02/05/2010 - 11/11/2010
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
IL
08/10/2005 - 01/19/2010
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
CA
02/01/2001 - 08/09/2004
TCW BROKERAGE SERVICES (LOS ANGELES CA)
BC
Issued 04/04/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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