Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Montelli is a financial advisor with over 30 years of experience in the industry. Michael has a strong track record of success in providing investment advice and portfolio management services to individuals, families, and businesses. Michael is a registered representative of Partners Capital Services, Inc. and is also a registered investment advisor in New York and New Jersey. Michael is committed to providing his clients with personalized financial advice and strategies that are designed to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/13/2021 - Present
Partners Capital Services, Inc. (HAUPPAUGE NY)
NY
05/19/1999 - 08/06/2002
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
11/12/1996 - 05/24/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
NA
02/09/1995 - 11/19/1996
KENSINGTON WELLS INCORPORATED
NY
01/20/1995 - 01/26/1995
RICKEL & ASSOCIATES, INC. (NEW YORK NY)
NA
01/19/1990 - 01/19/1995
SOUTH RICHMOND SECURITIES, INC.
NA
03/21/1989 - 02/21/1990
J. T. MORAN & CO., INC.
BOTH
Issued 03/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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