Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Morandi is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Citigroup Global Markets Inc. and has a strong background in investment banking and investment company products. Michael is also a Series 26 and Series 63 licensed advisor. Michael has been actively involved in the financial services industry since 1999 and has held positions with Northwestern Mutual Investment Services, LLC, Citigroup Investment Services, and Citigroup Global Markets Inc. Michael’s career has allowed him to acquire a deep understanding of investment strategies and financial planning. Michael is committed to providing personalized and comprehensive financial advice to his clients, helping them reach their financial goals.
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
NY
08/08/2017 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
05/29/2007 - 12/15/2015
CITIGROUP GLOBAL MARKETS INC. (PLANTATION FL)
FL
07/23/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (PLANTATION FL)
WI
01/13/1999 - 10/08/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 01/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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