Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Averett is a registered investment advisor representative with Insigneo Advisory Services, LLC. Michael has been in the financial services industry since 2011 and has a wide range of experience. Michael has held positions with Bolton Global Capital, Citi International Financial Services LLC and Citigroup Global Markets Inc. Michael holds the Series 7, 9, 10, 24 and 66 licenses. Michael is a graduate of the University of Miami and has a strong commitment to providing personalized financial planning and investment advice to individuals and families.
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.
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.
Consolidation of financial reports and consulting 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.
A percentage of the total value of assets under management is charged.
Rebates/trailer fees
1
2
FL
02/23/2024 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
03/01/2022 - 01/26/2024
BOLTON GLOBAL CAPITAL (Miami FL)
FL
06/01/2018 - 02/11/2022
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
FL
02/15/2011 - 02/11/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
BOTH
Issued 09/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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