Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Prioletti is a financial advisor registered with Robert W. Baird & Co. Inc., a firm with offices in Milwaukee and Naples. Michael has been in the financial services industry since 1991. Michael is licensed to provide financial advice in a number of states and has a wide range of experience in financial planning, portfolio management, and pension consulting. Michael specializes in providing investment advice to high net worth individuals, corporations, and other businesses. Michael is also a board member of the Collier County Housing Finance Authority and the Rotary Club of Bonita Naples.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
FL
06/19/2017 - Present
Robert W. Baird & Co. Inc. (NAPLES FL)
WI
01/02/2002 - 09/13/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 09/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Prioletti is the right advisor for you? Invested Better is here to help.
