Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Carminucci is an experienced financial advisor with over 30 years of experience in the industry. He is currently registered with LPL Financial LLC and Carminucci Wealth Management. Michael's expertise spans a range of financial services including investment management, financial planning, and insurance. He also offers consulting and other non-discretionary advisory services. Michael is committed to helping clients achieve their financial goals through personalized and comprehensive financial solutions.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
12/14/2024 - Present
LPL Financial LLC (CROTON FALLS NY)
NY
09/21/1994 - 08/27/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NA
03/03/1993 - 11/01/1994
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
08/25/1992 - 03/09/1993
NATWEST INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
11/01/1991 - 07/13/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MA
02/08/1991 - 08/16/1991
SMA EQUITIES, INC. (WORCESTER MA)
IA
Issued 01/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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