Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Viscosi is a financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC. Prior to joining LPL Financial, Michael Viscosi was with M&T Securities, Inc. Michael Viscosi is licensed to offer investment advisory services in 24 states and holds the Series 6, 7, 24, 63, and 66 licenses. He is also registered with the Financial Industry Regulatory Authority (FINRA). Michael Viscosi's specialties include financial planning, portfolio management, and retirement planning.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/09/2021 - Present
LPL Financial LLC (FAIRPORT NY)
NY
06/02/1995 - 06/09/2021
M&T SECURITIES, INC. (WEBSTER NY)
NA
05/22/1995 - 06/02/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
06/26/1991 - 05/25/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
04/27/1992 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
BOTH
Issued 05/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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