Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dambrosio is a financial advisor who is registered with Fidelity Personal and Workplace Advisors. Michael has over 10 years of experience in the financial services industry. Michael has a Series 6, 7, 63, and 65 licenses as well as the SIE. Michael is also a Certified Financial Planner. Michael is registered to provide investment advice in 38 states, including Florida and Texas. Michael previously worked at SunTrust Investment Services, Inc. and Wells Fargo Advisors, LLC. Michael is registered to provide investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NAPLES FL)
GA
05/31/2013 - 04/19/2016
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
05/19/2009 - 05/13/2013
WELLS FARGO ADVISORS, LLC (MARIETTA GA)
IA
Issued 05/31/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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