Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lucarelli is a financial professional with over 15 years of experience in the financial services industry. Michael is currently registered with Cetera Investment Advisers LLC, a firm with over 6,600 investment advisor representatives. Michael holds a Series 7, Series 66 and SIE license. Michael has previously worked for Park Avenue Securities LLC and American Portfolios Financial Services, Inc.. Michael offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
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NY
06/29/2023 - Present
Cetera Investment Advisers LLC (MELVILLE NY)
NY
11/18/2020 - 03/31/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
07/28/2016 - 01/09/2020
PARK AVENUE SECURITIES LLC (MELVILLE NY)
BOTH
Issued 5/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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