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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 Stephen Rossetti is an Investment Advisor Representative with World Investment Advisors, LLC. Michael is registered with the state of Massachusetts and Vermont, and has experience in the financial services industry. Michael is a licensed insurance agent and operates a sports card business through an eBay store. Michael has previously held positions with Transamerica Investors Securities Corporation, GWFS Equities, Inc., and Putnam Investments. Michael specializes in investment advisory services for individuals and businesses, financial planning, and pension consulting.
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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MA
05/16/2024 - Present
World Investment Advisors, LLC (Peabody MA)
NY
10/23/2018 - 05/14/2024
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MA
01/02/2015 - 10/22/2018
GWFS EQUITIES, INC. (ANDOVER MA)
MA
07/20/2011 - 01/02/2015
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)
IA
Issued 04/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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