Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Loconte is a financial professional with experience in the financial services industry. Michael has a Series 7, Series 66, and SIE licenses. Michael is currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC in New Jersey, New York, Pennsylvania and Connecticut. Michael was previously registered with STIFEL, NICOLAUS & COMPANY, INCORPORATED. Michael is a registered investment advisor representative.
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.
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.
Compensation from affiliates
1
2
NJ
05/02/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (ROSELAND NJ)
NJ
02/11/2023 - 04/22/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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