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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 Mortellaro is a financial advisor currently registered with Simplicity Wealth in Summit, New Jersey. Michael has been in the financial industry since 1996 and has a long history of experience with multiple firms. This experience includes time at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., and AssetMark Brokerage, LLC. Michael is also a registered Investment Advisor representative for Simplicity Wealth in Florida, New Jersey and Texas. Michael is a licensed and experienced professional who is committed to providing his clients with personalized financial advice and guidance.
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.
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
NJ
12/12/2023 - Present
Simplicity Wealth (SUMMIT NJ)
NJ
01/12/2022 - 10/12/2023
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
CA
09/12/2019 - 11/20/2020
ASSETMARK BROKERAGE, LLC (CONCORD CA)
GA
02/17/2016 - 04/17/2019
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
FL
06/08/2006 - 03/10/2014
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
TX
10/21/1991 - 07/15/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
06/12/1991 - 09/30/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/27/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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