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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Santucci is a financial advisor who has been in the industry since May 1998. Michael is currently registered with Equitable Advisors, LLC and has offices in Locust Valley, NY. Michael has experience with a variety of firms, including J.P. Morgan Securities LLC, Morgan Stanley, Stockcross Financial Services, Inc., and Seaboard Securities, Inc. Michael is a licensed agent and has a Series 7, Series 55, Series 63, and Series 66 license. Michael is also a registered investment advisor in Colorado, Connecticut, Delaware, Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Virginia.
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.
A percentage of the total value of assets under management is charged.
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2
NY
02/13/2020 - Present
Equitable Advisors, LLC (LOCUST VALLEY NY)
NY
05/02/2016 - 04/18/2018
J.P. MORGAN SECURITIES LLC (NORTH BELLMORE NY)
NY
04/01/2013 - 05/12/2016
MORGAN STANLEY (GARDEN CITY NY)
NJ
06/22/2011 - 02/24/2012
STOCKCROSS FINANCIAL SERVICES, INC. (JERSEY CITY NJ)
NJ
05/04/2005 - 06/20/2011
VANDHAM SECURITIES CORP. (WOODCLIFF LAKE NJ)
NJ
05/24/2004 - 05/04/2005
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
NJ
10/28/1998 - 05/27/2004
PERSHING TRADING COMPANY, L.P. (JERSEY CITY NJ)
NJ
02/27/1997 - 09/16/1998
J.W. BARCLAY & CO., INC. (WOODBRIDGE NJ)
BOTH
Issued 09/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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