Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nicolini is a financial advisor with Choreo, LLC based in Rockford, Illinois. Michael has been in the financial industry since 1993. Michael is registered as a Registered Representative in Indiana and Texas. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, and 63 licenses. Prior to Choreo, LLC, Michael worked at RSM US WEALTH MANAGEMENT LLC and BirchTree Financial Services LLC. Michael specializes in retirement planning, portfolio management, and investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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
IL
12/11/2020 - Present
Choreo, LLC (ROCKFORD IL)
IN
07/10/2001 - 07/17/2012
BIRCHTREE FINANCIAL SERVICES LLC (ELKHART IN)
DE
03/23/1994 - 02/09/1996
PML SECURITIES COMPANY (NEWARK DE)
FL
01/25/1993 - 03/01/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 10/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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