Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Poggi is a financial advisor with over 20 years of experience in the financial services industry. Michael is a registered representative of Private Portfolio Partners, LLC and a Certified Financial Planner. Michael has held prior roles with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MORGAN STANLEY DW INC.. Michael specializes in working with high-net-worth individuals and families. Michael provides financial planning and investment management services, including portfolio management for individuals and businesses.
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.
Solicitation/referral 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.
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2
NJ
08/26/2014 - Present
Private Portfolio Partners, LLC (PARAMUS NJ)
MA
03/30/2007 - 09/21/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (E. LONG MEADOW MA)
MA
01/11/2000 - 04/02/2007
MORGAN STANLEY DW INC. (SPRINGFIELD MA)
MA
03/04/1999 - 09/28/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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