Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Giandolfo is a financial professional with over 30 years of experience in the financial services industry. Michael has a strong background in accounting and tax services, having founded Michael J. Giandolfo CPA PC in 1998. Michael is currently registered with Cetera Investment Advisers LLC and has held previous positions with C.J.M. PLANNING CORP., VBC SECURITIES, LLC and H.D. VEST INVESTMENT SECURITIES, INC. Michael is committed to providing personalized financial planning and investment advice to individuals, families, and businesses. Michael holds a variety of licenses and certifications, including the Series 6, Series 7, and Series 66 licenses. Michael is also a Certified Public Accountant (CPA).
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.
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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2
NJ
11/23/2005 - Present
Cetera Investment Advisers LLC (CLIFTON NJ)
NJ
12/13/1999 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NJ
01/26/1998 - 12/01/1999
VBC SECURITIES, LLC (CLIFTON NJ)
TX
11/13/1992 - 01/30/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 11/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/6/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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