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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pinto is a financial advisor with Fidelity Personal AND Workplace Advisors. Michael has been in the financial services industry since 2011. Michael is a registered investment advisor in New Jersey, New York and Texas. Michael holds a Series 63, Series 65, Series 7 and SIE license. Michael provides portfolio management for individuals and businesses, financial planning and educational seminars. Michael has been registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC since 2013 and with AXA ADVISORS, LLC since 2011. Michael also owns and operates a business called Nations LLC which specializes in sports cards and memorabilia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
08/16/2021 - Present
Fidelity Personal AND Workplace Advisors (MILLBURN NJ)
NY
10/02/2013 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
08/26/2011 - 08/30/2013
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 01/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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