Unclaimed
Michael Pietro Bartolozzi is a registered representative with Equitable Advisors, LLC. Michael is licensed to provide financial services in California and Delaware. Michael has been in the financial industry for over 5 years and is well-versed in a variety of financial services. Michael holds the Series 7 and Series 66 licenses. Michael is committed to providing clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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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CA
02/13/2025 - Present
Equitable Advisors, LLC (SAN FRANCISCO CA)
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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