Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Primerano is a financial advisor registered with Arbor Point Advisors. Michael has over 20 years of experience in the financial services industry. He has a series 7, Series 31, and Series 66 license. He is also a Certified Financial Planner. Michael is passionate about helping clients achieve their financial goals and has experience working with individuals, families, and businesses. He has also worked for several other financial firms including Securities America, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Michael is dedicated to providing personalized financial advice and guidance to his clients.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/20/2023 - Present
Arbor Point Advisors (MAYFIELD HTS OH)
OH
01/05/2009 - 06/14/2024
SECURITIES AMERICA, INC. (MAYFIELD HTS OH)
OH
01/28/2003 - 01/07/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
01/28/2003 - 05/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 07/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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