Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Petrizzi is a financial advisor currently registered with Truist Advisory Services, Inc. Michael has been in the financial industry since December 21, 1990. Michael holds several licenses and certifications, including Series 7, Series 24, Series 31, Series 63, and Series 65, as well as the Certified Financial Planner designation. Michael has experience with various financial institutions, including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, R.M. Stark & Co., Inc., and Syndicated Capital, Inc. Michael provides financial planning and portfolio management services to individuals, businesses, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
FL
06/06/2019 - Present
Truist Advisory Services, Inc. (LAKE WORTH FL)
FL
10/27/2004 - 01/11/2006
CITIGROUP GLOBAL MARKETS INC. (WEST PALM BEACH FL)
NY
09/19/2003 - 10/05/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
04/15/2003 - 05/13/2003
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
CA
04/03/2003 - 04/09/2003
SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)
GA
03/18/1998 - 05/07/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
03/25/1997 - 03/18/1998
CRISPIN KOEHLER SECURITIES (TAMPA FL)
FL
01/09/1995 - 04/01/1997
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
NY
01/21/1993 - 03/08/1995
VTR CAPITAL, INC. (NEW YORK NY)
MO
07/09/1992 - 01/26/1993
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
08/25/1988 - 07/13/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 09/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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