Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ballestrini is an investment advisor representative at Janney Montgomery Scott LLC, a firm with over $85 billion in regulatory assets under management. Michael has been in the industry for over 10 years, and has a wide range of experience working with individual investors, families, businesses, and institutions. Michael is registered with the Securities and Exchange Commission (SEC) as a Registered Representative. He is also a Certified Financial Planner, and holds the Series 66, Series 7, and SIE licenses. Michael's specializations include investment management, retirement planning, college savings, estate planning, and insurance. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CT
06/29/2015 - Present
Janney Montgomery Scott LLC (DARIEN CT)
FL
12/09/2013 - 06/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
CT
07/25/2012 - 03/20/2013
BROKER DEALER FINANCIAL SERVICES CORP. (WESTBROOK CT)
NY
07/28/2009 - 08/09/2010
MEYERS ASSOCIATES, L.P. (NEW YORK NY)
BOTH
Issued 11/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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