Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Grammatico is a financial advisor with over 30 years of experience in the financial services industry. Michael has held a variety of roles at leading firms, including Lehman Brothers Inc., E.F. Hutton & Company Inc., and CITIGROUP GLOBAL MARKETS INC.. Michael is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and provides investment advisory services to a wide range of clients, including individuals, businesses, and institutions. Michael has a broad range of experience in investment management, financial planning, and retirement planning. Michael holds the Series 3, 7, 31, and 63 securities licenses and is a registered investment advisor in New York and Texas. Michael is also a member of the advisory board of the Roundtable Athletic Assoc. and is an active member of the GLOW YMCA Capital Campaign Committee.
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
NY
08/27/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BATAVIA NY)
NY
07/31/1993 - 02/27/2008
CITIGROUP GLOBAL MARKETS INC. (BATAVIA NY)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/24/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 6/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 1/27/1988
Series 3 - National Commodity Futures Examination
BC
Issued 9/19/1987
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
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