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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Martinelli is a financial advisor who has been in the industry since January 2012. Michael is currently registered with Centaurus Financial, Inc. and has been with the firm since March 2017. Prior to that, Michael was registered with MML Investors Services, LLC and MSI Financial Services, Inc.. Michael is licensed to offer investment advice in Delaware, Florida, Idaho, Maryland, New Jersey and Pennsylvania. Michael provides investment advisory services for individuals and businesses. Michael also offers financial planning services and educational seminars.
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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2
CA
03/31/2017 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
PA
03/25/2017 - 04/06/2017
MML INVESTORS SERVICES, LLC (CONSHOHOCKEN PA)
PA
02/10/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CONSHOHOCKEN PA)
PA
12/03/2012 - 12/23/2013
HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)
PA
04/03/2012 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)
PA
11/02/2011 - 03/08/2012
PACER FINANCIAL, INC. (PAOLI PA)
IA
Issued 02/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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