Unclaimed
Michael Liverano is an active investment advisor representative with Citigroup Global Markets Inc. in Tampa, Florida. Michael has been in the industry for over 10 years and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BOFA SECURITIES, INC. Michael is a Series 66, Series 10, Series 9, Series 24, Series 31, Series 7 and SIE licensed advisor. Michael is registered to provide investment advice in Florida.
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.
Asset allocation advice
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
FL
04/25/2024 - Present
Citigroup Global Markets Inc. (TAMPA FL)
FL
08/01/2019 - 02/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
NY
05/10/2019 - 08/02/2019
BOFA SECURITIES, INC. (NEW YORK NY)
FL
12/19/2013 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 05/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 03/05/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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