Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cirullo has over 40 years of experience in the financial services industry. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has previously worked at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., DEAN WITTER REYNOLDS INC., SHEARSON LEHMAN HUTTON INC., and E. F. HUTTON & COMPANY INC. Michael holds Series 7, Series 31, Series 63, and Series 65 licenses. Michael has also completed the Securities Industry Essentials Examination (SIE). Michael's clients include high-net-worth individuals, corporations, pension plans, and charitable organizations. Michael's firm offers a variety of financial services including financial planning, investment management, and portfolio management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
10/03/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Ipswich MA)
CT
06/01/2009 - 09/26/2011
MORGAN STANLEY SMITH BARNEY (HARTFORD CT)
CT
04/20/1990 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARTFORD CT)
NY
04/19/1988 - 05/08/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/15/1988 - 04/19/1988
SHEARSON LEHMAN HUTTON INC.
NA
05/01/1978 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Cirullo is the right advisor for you? Invested Better is here to help.
