Unclaimed
Michael Paul Rinaldo is a financial advisor who has been in the industry since 1987. Michael is registered with Ameriprise Financial Services, LLC and has been with the firm since 2020. Michael also holds licenses to provide financial advice in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Idaho, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, and Virginia. Michael has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Asset allocation 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.
1
2
NJ
11/14/2024 - Present
Ameriprise Financial Services, LLC (Florham Park NJ)
NJ
09/28/2010 - 12/22/2020
UBS FINANCIAL SERVICES INC. (FLORHAM PARK NJ)
NJ
06/01/2009 - 10/06/2010
MORGAN STANLEY SMITH BARNEY (SHORT HILLS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHORT HILLS NJ)
NJ
09/17/2004 - 04/02/2007
MORGAN STANLEY DW INC. (SHORT HILLS NJ)
NY
09/10/1999 - 09/27/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/23/1995 - 09/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/04/1994 - 01/17/1995
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NJ
05/21/1987 - 05/03/1994
HYM FINANCIAL, INC. (CLIFTON NJ)
IA
Issued 03/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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