Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Monteleone is a financial professional with over 18 years of experience in the industry. Michael holds the Series 7, Series 24, SIE and Series 99TO licenses and is currently registered with National Financial Services LLC, a firm with a long history of providing comprehensive financial services. Michael has a deep understanding of the financial markets and a proven track record of success. Michael is committed to providing his clients with the highest level of service and personalized attention.
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.
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.
1
2
NJ
05/01/2007 - Present
National Financial Services LLC (JERSEY CITY NJ)
NJ
12/19/2006 - 02/22/2007
MORGAN STANLEY DISTRIBUTION, INC. (JERSEY CITY NJ)
NY
03/15/2004 - 01/31/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 07/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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