Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Clemente is an investment advisor representative registered with Truist Advisory Services, Inc. and Truist Investment Services, Inc. Michael has been in the industry since 2011. Michael holds the Series 31, Series 7 and Series 66 licenses. Michael is registered in 53 states, the District of Columbia and Puerto Rico. Michael is currently employed with Truist Advisory Services, Inc. and Truist Investment Services, Inc. in their Mount Pleasant, SC office. Michael has previously been employed by CITI PRIVATE ALTERNATIVES, LLC and CITIGROUP GLOBAL MARKETS INC. in New York, NY. Michael specializes in Portfolio management for Individuals and businesses. Michael has a strong history of experience and is committed to providing quality service to 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
SC
06/04/2024 - Present
Truist Advisory Services, Inc. (MOUNT PLEASANT SC)
NY
11/16/2021 - 06/03/2024
CITI PRIVATE ALTERNATIVES, LLC (New York NY)
NY
09/09/2011 - 06/03/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NY
05/10/2017 - 07/29/2019
CITI PRIVATE ADVISORY, LLC (New York NY)
BOTH
Issued 11/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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