Unclaimed
Michael Tartarini is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Michael Tartarini has 26 years of experience in the financial industry. Michael Tartarini has a current registration with the state of Massachusetts for both Broker-Dealer and Investment Advisor.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
02/14/2025 - Present
Raymond James Financial Services Advisors, Inc. (Chelmsford MA)
MA
09/01/2023 - 12/13/2023
OSAIC WEALTH, INC. (WESTBOROUGH MA)
MA
02/28/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTBOROUGH MA)
MA
07/26/2016 - 03/02/2018
INFINEX INVESTMENTS, INC. (WALTHAM MA)
MA
06/11/2014 - 07/25/2016
PRUCO SECURITIES, LLC. (NEEDHAM MA)
MA
07/20/2010 - 06/16/2014
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
MA
01/28/2010 - 07/12/2010
SAGEPOINT FINANCIAL, INC. (DRACUT MA)
MA
07/23/2008 - 01/13/2010
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/12/2008 - 07/08/2008
COMMONWEALTH FINANCIAL NETWORK (NORTH ANDOVER MA)
MA
04/05/2004 - 02/11/2008
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/23/2002 - 02/12/2003
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
NY
04/15/2002 - 05/23/2002
IFMG SECURITIES, INC. (PURCHASE NY)
NY
07/25/2000 - 02/07/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
RI
03/23/1999 - 06/27/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
CA
09/24/1998 - 03/08/1999
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
RI
05/27/1998 - 08/26/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MA
01/30/1996 - 05/20/1998
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NY
09/26/1995 - 01/24/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Tartarini is the right advisor for you? Invested Better is here to help.