Unclaimed
Michael Calandruccio is a financial advisor who has been working in the industry since July 27, 2000. Michael is currently registered with LPL Financial LLC and is licensed in several states, including Maryland, New Jersey, and Virginia. Michael has previously held registrations with various firms including CUNA Brokerage Services, Inc., Kestra Investment Services, LLC, and Securities America, Inc. Michael has experience in financial planning, portfolio management, and consulting. Michael is committed to providing clients with personalized service and helping 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.
Consulting and other non-discretionary advisory services
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.
1
2
MD
05/18/2022 - Present
LPL Financial LLC (SUITLAND MD)
MD
06/08/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Suitland MD)
VA
07/29/2015 - 06/01/2017
KESTRA INVESTMENT SERVICES, LLC (ALEXANDRIA VA)
VA
03/11/2011 - 07/27/2015
SECURITIES AMERICA, INC. (ALEXANDRIA VA)
VA
04/02/2008 - 02/07/2011
CUSO FINANCIAL SERVICES, L.P. (ALEXANDRIA VA)
VA
02/01/2008 - 04/08/2008
NFP SECURITIES, INC. (ALEXANDRIA VA)
MD
01/26/2007 - 02/19/2008
IFMG SECURITIES, INC. (HAGERSTOWN MD)
VA
10/02/2006 - 10/03/2006
LARA, SHULL & MAY, LTD (VIENNA VA)
NC
03/15/2006 - 05/11/2006
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MD
09/21/2004 - 02/24/2006
RYAN BECK & CO. (BALTIMORE MD)
MA
10/17/2003 - 02/06/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
04/22/2003 - 08/07/2003
QUICK & REILLY, INC. (NEW YORK NY)
GA
10/31/2000 - 12/31/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
10/07/1999 - 09/28/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
07/10/1998 - 10/15/1999
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
BC
Issued 08/19/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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