Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Stephen Costantini

Fidelity Personal AND Workplace Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Stephen Costantini

Michael Stephen Costantini is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Fidelity Personal And Workplace Advisors. Michael has been a Certified Financial Planner since 2021 and is registered in 53 states. Michael is also a musician and plays in a musical band.

Firm Information

Michael Costantini is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Costantini’s Registration & Firm History

FL

06/28/2021 - Present

Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)

FL

09/20/2019 - 05/12/2021

CETERA ADVISOR NETWORKS LLC (TAMPA FL)

FL

08/06/2019 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (TAMPA FL)

GA

05/01/2017 - 04/17/2019

G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)

NY

09/15/2015 - 03/29/2017

FDX CAPITAL LLC (NEW YORK NY)

NY

08/31/2015 - 09/14/2015

CATALYST MUTUALS FUND DISTRIBUTORS LLC (NEW YORK NY)

FL

08/01/2011 - 08/31/2015

ALPS DISTRIBUTORS, INC. (Tampa FL)

ME

03/13/2009 - 08/01/2011

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

FL

04/21/2008 - 10/28/2008

SUMMIT BROKERAGE SERVICES, INC. (PALM HARBOR FL)

NY

05/20/2005 - 04/02/2008

MBSC SECURITIES CORPORATION (NEW YORK NY)

VT

03/11/1993 - 05/23/2005

SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)

VT

05/24/1991 - 03/24/1993

EQUITY SERVICES, INC. (MONTPELIER VT)

CT

05/11/1989 - 08/12/1991

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

NA

07/25/1988 - 10/03/1988

BLINDER, ROBINSON & CO., INC.

Not sure if Michael Stephen Costantini is right for you?

Licenses & Designations

BOTH

Issued 03/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/27/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael Stephen Costantini.
Not sure if Michael Stephen Costantini is right for you?