Unclaimed
Michael Perinelli is an investment advisor representative who has been in the industry since 2011. Michael has been registered with MML Investors Services, LLC since 2017. Michael is also registered in New Jersey and Texas as an investment advisor representative. Michael has several securities licenses including Series 6, Series 7, Series 63, and SIE. In addition to his work at MML Investors Services, Michael has other business activities including working as an independent insurance agent and serving as an arbitrator for FINRA. Michael's specializations include 1, 2, 3, 4, 5, and 6.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
02/03/2018 - Present
MML Investors Services, LLC (STATEN ISLAND NY)
NY
08/29/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
BC
Issued 09/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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