Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Annunziata is an investment advisor representative and registered representative with over 30 years of experience in the financial services industry. Michael's career began in 1992 with Morgan Stanley DW Inc. and continued through various roles with Ameriprise Financial Services, Inc. and Wachovia Securities, LLC. Currently, Michael is affiliated with both Seacrest Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc., providing comprehensive wealth management services, investment advice, and financial advisory support to a diverse range of clients including individuals, corporations, charitable organizations, and pension plans.
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.
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.
1
2
CT
08/18/2016 - Present
Seacrest Wealth Management, LLC (North Haven CT)
CT
10/05/2009 - 08/17/2016
AMERIPRISE FINANCIAL SERVICES, INC. (New Haven CT)
CT
08/19/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (STRATFORD CT)
MO
03/18/2002 - 08/22/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/20/1992 - 03/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 07/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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