Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Genovese is a financial advisor with Captrust, a firm that offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Michael has been in the industry since 1979 and has a broad range of experience in working with individuals, families, and businesses. Michael is a Certified Financial Planner and holds a number of industry designations. Michael has extensive experience working with high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and holds a number of securities licenses, including Series 7, Series 24, Series 51, and Series 63.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/25/2021 - Present
Captrust (Sacramento CA)
CA
11/19/1989 - 04/09/2021
ROYAL ALLIANCE ASSOCIATES, INC. (SACRAMENTO CA)
NA
08/03/1981 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/13/1979 - 08/04/1981
EQUITEC SECURITIES COMPANY
BC
Issued 04/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/26/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Genovese is the right advisor for you? Invested Better is here to help.
