Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Germono is a financial advisor with Steward Partners Investment Advisory, LLC. Michael has over 20 years of experience in the financial services industry. Michael is registered with the following states: California, Colorado, Connecticut, Florida, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and Wisconsin. Michael has a Series 6, 7, 63 and 65 licenses and is a Chartered Financial Consultant. Michael provides financial consulting, financial planning, and portfolio management services to individuals, families, and businesses. Michael has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
03/31/2017 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
PA
03/16/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Conshohocken PA)
NY
05/29/2007 - 03/24/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/26/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
06/30/2005 - 01/30/2006
WM FINANCIAL SERVICES, INC. (NEW YORK NY)
WI
06/06/2003 - 07/06/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 3/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/2/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 6/5/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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