Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ziccardi is a registered investment advisor with Cbiz Financial Solutions, Inc. and Cbiz Investment Advisory Services, LLC. Michael has been in the financial services industry since 2000 and has a broad range of experience. Michael has previously worked at NFP Securities, Inc., Mutual of Omaha Investor Services, Inc., and Mid Atlantic Capital Corporation. Michael's primary focus is on providing investment advice to individuals, businesses, and pension plans. Michael is also a registered representative of CBIZ Financial Solutions, Inc. and holds the Series 6 and Series 65 licenses. Michael is committed to providing his clients with the highest level of service and personalized financial advice.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
OH
06/29/2016 - Present
Cbiz Financial Solutions, Inc. (Independence OH)
OH
06/22/2012 - 07/05/2013
NFP SECURITIES, INC. (CLEVELAND OH)
NE
02/24/2010 - 12/19/2011
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
OH
11/29/2005 - 02/05/2009
CBIZ FINANCIAL SOLUTIONS, INC. (CLEVELAND OH)
PA
04/05/2000 - 11/18/2005
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
IA
Issued 05/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Ziccardi is the right advisor for you? Invested Better is here to help.
