Unclaimed
Michael Cannizzaro is a financial advisor with over 20 years of experience in the industry. He is a Certified Financial Planner™ professional and holds a variety of licenses and certifications, including Series 6, 7, 10, 24, 63, and 66. Michael is currently registered with Alight Financial Advisors, LLC, and has previously held positions with Morgan Stanley, E*TRADE Securities LLC, MetLife Securities Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and UBS Financial Services Inc. Michael provides financial planning and portfolio management services to individuals.
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.
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.
Set-up fees and related services
1
2
FL
01/18/2024 - Present
Alight Financial Advisors, LLC (Naples FL)
FL
09/09/2021 - 08/11/2023
MORGAN STANLEY (Naples FL)
FL
09/11/2020 - 08/11/2023
E*TRADE SECURITIES LLC (Naples FL)
NJ
01/13/2014 - 11/06/2019
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
10/14/2008 - 01/02/2014
METLIFE SECURITIES INC. (MORRISTOWN NJ)
NJ
07/20/2005 - 10/16/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
01/02/2001 - 07/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
08/27/1997 - 11/27/2000
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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