Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Borgatti is an investment advisor representative associated with Mariner Wealth. Michael holds Series 6, 7, 63 and 65 licenses and has been in the industry since 1996. Before joining Mariner Wealth, Michael worked for Pacific Select Distributors, LLC, TNP Securities, LLC, Pacific Select Distributors, Inc., Edward Jones and MONY Securities Corp. Michael's specializations include investment advisory services for individuals, businesses, charitable organizations, and investment companies.
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.
Family office services
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
LA
11/01/2023 - Present
Mariner Wealth (Metairie LA)
CA
03/02/2010 - 06/06/2017
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
CA
01/15/2010 - 02/22/2010
TNP SECURITIES, LLC (COSTA MESA CA)
CA
12/08/1999 - 01/14/2010
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
MO
10/24/1996 - 11/12/1999
EDWARD JONES (ST. LOUIS MO)
NY
03/20/1996 - 12/12/1996
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 04/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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