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 Ferraro is a financial advisor with over 15 years of experience in the industry. Michael currently works for Envestnet PMC, a firm with over $1 billion - $10 billion in assets under management. Prior to joining Envestnet PMC, Michael has held positions at BlackRock Investments, LLC, Sanford C. Bernstein & Co., LLC, and AllianceBernstein Investments, Inc. Michael has a wide range of experience in providing financial advice, including portfolio management for individuals, businesses, and investment companies. Michael also provides pension consulting services and has experience working with charitable organizations. Michael is registered to provide investment advice in California and Illinois.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
1
2
IL
06/06/2024 - Present
Envestnet PMC (CHICAGO IL)
CA
11/17/2015 - 10/21/2022
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
10/10/2012 - 10/29/2015
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
07/24/2008 - 10/02/2012
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
PA
06/27/2007 - 07/17/2008
SANFORD C. BERNSTEIN & CO., LLC (PHILADELPHIA PA)
IA
Issued 05/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/23/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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