Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zito has been in the financial services industry for over 30 years. Michael is a registered representative of LPL Financial LLC. Michael's experience includes working with individuals, families, and businesses on a range of financial planning needs, including retirement planning, investment management, and estate planning. Michael is committed to providing personalized service and building long-term relationships with clients.
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
MS
01/10/2013 - Present
LPL Financial LLC (MADISON MS)
MS
02/28/2006 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSON MS)
MS
03/19/2003 - 02/28/2006
TRUSTMARK SECURITIES, INC. (HATTIESBURG MS)
NY
04/21/1997 - 02/14/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/09/1993 - 04/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/22/1990 - 09/15/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 3 - National Commodity Futures Examination
BC
Issued 06/03/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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