Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Costantini is a financial advisor with Fidelity Personal and Workplace Advisors. Michael has been in the financial services industry since March 29, 2014. Michael is registered with the state of Texas as a Registered Investment Advisor. Prior to joining Fidelity, Michael worked at JP Morgan Securities LLC and Chase Investment Services Corp. Michael holds licenses Series 4, 7, 9, 10, 24, 31, 52 and 66 and is also registered in Massachusetts, Illinois and Utah.
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.
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.
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.
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2
TX
08/08/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
IL
10/04/2017 - 06/30/2022
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
12/16/2005 - 01/25/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
04/05/2005 - 11/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
02/14/2005 - 03/15/2005
ROSENTHAL GLOBAL SECURITIES LLC (CHICAGO IL)
IL
05/10/2004 - 02/11/2005
ASSENT LLC (BOLINGBROOK IL)
BOTH
Issued 02/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/08/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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