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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cantero is an Investment Advisor Representative with Kaufman Rossin Wealth, LLC. Michael has over 6 years of experience in the financial services industry. Michael has Series 63, 65 and SIE licenses. Michael holds 2 state registrations and has been registered with the state of Florida since 2023. Michael has experience working with clients including high-net-worth individuals, corporations, individuals, and retirement plans. Michael is an experienced financial advisor and is dedicated to providing his clients with the best possible service.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
07/22/2024 - Present
Kaufman Rossin Wealth, LLC (MIAMI FL)
BC
Issued 05/19/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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