Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kirtio is a financial advisor with Wells Fargo Advisors Financial Network, LLC, located in Poughkeepsie, New York. Michael has been in the financial services industry since May 1992 and has a wide range of experience, having previously worked at firms including Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., M&T Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is registered with the state of New York and Texas as a Registered Representative and Investment Advisor Representative. He is also registered with FINRA.
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.
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.
Investment consulting services to institutional clients
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.
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NY
07/08/2022 - Present
Wells Fargo Advisors Financial Network, LLC (POUGHKEEPSIE NY)
NY
06/22/2007 - 07/08/2022
WELLS FARGO CLEARING SERVICES, LLC (POUGHKEEPSIE NY)
NY
03/05/1997 - 07/03/2007
CITIGROUP GLOBAL MARKETS INC. (NEWBURGH NY)
MD
06/03/1996 - 03/03/1997
M&T SECURITIES, INC. (BALTIMORE MD)
NY
04/16/1992 - 05/13/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 05/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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