Unclaimed
Michael Libardi is an investment advisor representative at Benjamin F. Edwards & Company, Inc. Michael Libardi is also registered with the state of Florida as an Investment Advisor Representative and the state of Texas as an Investment Advisor Representative. Michael Libardi has been in the industry since September 5, 1999 and has a total of 16 state registrations in addition to registrations with FINRA and the state of Florida as an Investment Advisor Representative. Michael Libardi has worked with Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc. and Dean Witter Reynolds Inc. in the past. Michael Libardi has passed the Series 63, Series 31, Series 7 and SIE examinations and has earned the designation of Certified Financial Planner.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
06/01/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
FL
01/01/2008 - 06/06/2022
WELLS FARGO CLEARING SERVICES, LLC (DAYTONA BEACH FL)
FL
11/14/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTONA BEACH FL)
NY
08/26/1999 - 11/02/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 10/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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