Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Armondo is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management in Texas. Michael has a broad range of experience, having worked previously with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael holds several professional designations including Certified Financial Planner and Chartered Financial Consultant. Michael is dedicated to providing personalized financial advice and services to individuals, families, businesses and charitable organizations.
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.
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
TX
05/29/2019 - Present
Rockefeller Financial LLC (Dallas TX)
TX
05/15/1994 - 05/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
IA
Issued 04/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2008
Series 3 - National Commodity Futures Examination
BC
Issued 11/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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