Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Clemente is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Oppenheimer & Co. Inc. and has been with the firm since February 2014. Michael has previously worked with Southwest Securities, Inc., RBC Dain Rauscher Inc. and First Institutional Securities, L.L.C. Michael is a Series 7 and Series 63 licensed professional and also holds the SIE exam. Michael is registered to provide investment advice in 52 states and the District of Columbia. Michael's specialties include retirement planning, investment strategies, financial planning, and portfolio management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
02/11/2014 - Present
Oppenheimer & Co. Inc. (FLORHAM PARK NJ)
NY
01/19/2007 - 02/07/2014
SOUTHWEST SECURITIES, INC. (NEW YORK NY)
NJ
03/07/2003 - 12/11/2006
RBC DAIN RAUSCHER INC. (WEST PATERSON NJ)
NJ
12/17/1997 - 03/07/2003
FIRST INSTITUTIONAL SECURITIES, L.L.C. (WEST PATERSON NJ)
BC
Issued 01/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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