Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Leo Campione is a registered investment advisor representative with Oppenheimer & Co. Inc. Michael has been in the industry since 1995. Michael was previously registered with NFP Advisor Services, LLC, Sentinel Securities, Inc., Walnut Street Securities, Inc., ADP Broker-Dealer, Inc., John Hancock Distributors LLC, Hartford Equity Sales Company Inc., ADP Broker-Dealer, Inc., BHCM Inc., Fidelity Brokerage Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael holds the Series 7, Series 63 and Series 65 licenses. Michael specializes in providing financial planning services, pension consulting services, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/03/2015 - 09/08/2015
NFP ADVISOR SERVICES, LLC (NEW YORK NY)
NY
07/25/2011 - 03/27/2013
SENTINEL SECURITIES, INC. (MELLVILLE NY)
NY
04/26/2011 - 08/03/2011
WALNUT STREET SECURITIES, INC. (WESTBURY NY)
NJ
06/19/2008 - 09/01/2009
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MA
04/11/2005 - 12/31/2007
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
03/26/2004 - 02/18/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NJ
06/21/1996 - 03/19/2004
ADP BROKER-DEALER, INC. (ROSELAND NJ)
TX
09/18/1995 - 05/28/1996
BHCM INC. (HOUSTON TX)
RI
03/30/1994 - 08/21/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
05/08/1991 - 03/09/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 1/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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