Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Graziano is a registered representative with Equitable Advisors, LLC. Michael has been in the industry since June 8, 1997. Michael is registered with the state of Connecticut, Florida, Georgia, Maine, Rhode Island, and South Carolina. Michael has also worked for Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services LLC, and Putnam Mutual Funds Corp. Michael has a Series 6, 7, 24, 63, and 66 license.
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
RI
10/12/2022 - Present
Equitable Advisors, LLC (EAST GREENWICH RI)
RI
07/11/2005 - 04/21/2009
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
04/02/2004 - 07/11/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
08/25/1997 - 04/02/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
03/27/1997 - 08/14/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 10/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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