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 Segrete is a financial advisor with over 30 years of experience in the industry. Michael has a strong background in securities, having worked with BNY Mellon Securities Corp. since 1992. Michael also has a deep understanding of investment company products and variable contracts, as demonstrated by their experience with First Investors Corporation. Michael is registered with FINRA and holds multiple securities licenses, including Series 7, 6, 24, and 26. Michael's expertise and commitment to their clients make them a valuable asset to the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
NY
11/30/1992 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NJ
04/22/1992 - 10/13/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 04/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/06/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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