Unclaimed
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.
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.
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.
1
2
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.
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
Active
Inactive
F
FINRA
N
New York Stock Exchange
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