Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Bartolotta is a financial advisor at Ameriprise Financial Services, LLC, with over 16 years of experience in the industry. Michael has held prior roles at R.F. LAFFERTY & CO., INC., FULCRUM SECURITIES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and YANKEE FINANCIAL GROUP, INC. Michael is registered to provide investment advice in 10 states, including Alabama, California, Connecticut, Florida, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Michael is a registered representative of Ameriprise Financial Services, LLC. Michael is also a licensed investment advisor representative in the state of New York. Michael holds the following licenses: Series 6, 7, 66, and SIE.
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 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.
A percentage of the total value of assets under management is charged.
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NY
12/09/2022 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
NY
10/27/2015 - 12/14/2022
R. F. LAFFERTY & CO., INC. (White Plains NY)
MO
09/23/2009 - 03/03/2016
FULCRUM SECURITIES, LLC (SAINT LOUIS MO)
NY
06/29/2006 - 03/10/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)
NY
09/19/2001 - 09/17/2002
YANKEE FINANCIAL GROUP, INC. (MELVILLE NY)
BOTH
Issued 08/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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