Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Abbinante is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the financial services industry since 1998 and has worked with Morgan Stanley, Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Michael has a Series 7, Series 31, Series 63 and Series 65. Michael has worked in Miami Township, Ohio, Centerville, Ohio, Purchase, New York and Mason, Ohio. Michael has a current active registration in Texas and Ohio and has held previous registrations in 19 states. Michael offers investment advisory services and financial planning 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.
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
OH
11/15/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMISBURG OH)
OH
06/01/2009 - 11/07/2016
MORGAN STANLEY (CENTERVILLE OH)
OH
08/01/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CENTERVILLE OH)
NY
09/16/1998 - 08/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1998
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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