Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Giannotto is a financial advisor with Summit Financial, LLC, located in Parsippany, New Jersey. Michael has been in the financial industry since 2003. Michael's previous experience includes roles at Royal Alliance Associates, Inc., Ladenburg Thalmann & Co. Inc., and Cetera Investment Services LLC. Michael is registered with the state of New Jersey. Michael holds Series 66, 65, 24, 7, and SIE licenses. Michael's practice focuses on providing financial planning, pension consulting, and portfolio management services for individuals. Michael is committed to providing his clients with the highest level of service and expertise.
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.
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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NJ
11/30/2022 - Present
Summit Financial, LLC (Parsippany NJ)
AZ
10/30/2018 - 08/08/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
04/19/2016 - 01/19/2018
LADENBURG THALMANN & CO. INC. (New York NY)
NJ
05/12/2011 - 04/21/2016
CETERA INVESTMENT SERVICES LLC (FREEHOLD NJ)
NJ
07/03/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/29/2007 - 07/17/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/10/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
07/01/2003 - 04/13/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
08/03/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 02/23/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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