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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 Dattilo is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors located in Rochester, NY. Michael has been in the financial services industry since 2015 and has been with Fidelity Personal And Workplace Advisors since January 2022. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York. Michael specializes in working with high-net-worth individuals, corporations, and retirement plans. Michael offers a range of financial services, including financial planning, portfolio management, and investment advisory services.
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
NY
05/03/2023 - Present
Fidelity Personal AND Workplace Advisors (ROCHESTER NY)
NY
02/10/2021 - 01/13/2022
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
NY
12/18/2017 - 02/01/2021
UBS FINANCIAL SERVICES INC. (ROCHESTER NY)
NY
03/13/2015 - 10/03/2017
CITIZENS SECURITIES, INC. (ROCHESTER NY)
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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