Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Cosenza is a financial advisor with LPL Financial LLC. Michael has over 10 years of experience in the financial industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, 7, 63 and 66 licenses. Michael has a passion for helping individuals and families achieve their financial goals. He offers a wide range of financial services, including retirement planning, investment management, and college savings. Michael is committed to providing personalized advice and guidance to help clients make informed financial decisions. Michael has previously been employed with Wells Fargo Clearing Services, LLC and MFS Fund Distributors, Inc.
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.
Consulting and other non-discretionary advisory services
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
CT
08/24/2021 - Present
LPL Financial LLC (GLASTONBURY CT)
MA
10/08/2018 - 08/23/2021
WELLS FARGO CLEARING SERVICES, LLC (WORCESTER MA)
MA
03/12/2013 - 09/26/2018
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
11/06/2006 - 06/25/2007
NEW ENGLAND SECURITIES (WORCESTER MA)
MA
09/14/2006 - 10/27/2006
AMERIPRISE FINANCIAL SERVICES, INC. (WORCESTER MA)
BOTH
Issued 10/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Cosenza is the right advisor for you? Invested Better is here to help.
