Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Salvatore Bartolotta is a financial advisor with Commonwealth Financial Network. Michael is also the sole owner of Bartolotta Investment Co. LLC. Michael has been in the financial industry since 2004. He has a Series 7, Series 66 and SIE licenses. He is a Certified Financial Planner. Michael has experience providing financial services for individuals, high-net-worth individuals, corporations, businesses, and charitable organizations. Michael has also worked for Wells Fargo Advisors, LPL Financial LLC, IFMG Securities, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
09/30/2016 - Present
Commonwealth Financial Network (Glastonbury CT)
CT
02/28/2011 - 10/12/2016
WELLS FARGO ADVISORS, LLC (CHESHIRE CT)
MA
05/27/2008 - 03/08/2011
LPL FINANCIAL LLC (CHICOPEE MA)
CT
09/14/2005 - 05/27/2008
IFMG SECURITIES, INC. (ENFIELD CT)
MN
02/26/2004 - 09/15/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/26/2004 - 09/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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