Unclaimed
Michael Frustaci is an investment advisor representative with both International Assets Investment Management, LLC and Global Assets Advisory, LLC. Michael is registered in Florida as an Investment Advisor Representative. Michael is registered in 11 states: Florida, Georgia, Illinois, Iowa, Missouri, North Carolina, South Carolina, Texas, Virginia, and West Virginia. Michael has been in the industry since 2010. Michael is a Series 66, Series 63, Series 53, Series 4, Series 24, Series 52TO, SIE, and Series 7 licensed professional. Michael provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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
07/11/2017 - Present
International Assets Investment Management, LLC (OVIEDO FL)
FL
05/27/2009 - 01/09/2015
PERSHING LLC (LAKE MARY FL)
BOTH
Issued 06/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/04/2019
Series 4 - Registered Options Principal Examination
BC
Issued 06/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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