Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michaelyn? Claim Your ProfileMichaelyn Bortolotti is a financial advisor with Steward Partners Investment Advisory, LLC, in Boston, MA. Michaelyn has been in the industry since 2006. She is a registered investment advisor in Massachusetts and Texas, and holds Series 63, Series 65, Series 7 and SIE licenses. She is a registered representative of Raymond James Financial Services, Inc. Michaelyn has a strong track record of success in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MA
08/06/2020 - Present
Steward Partners Investment Advisory, LLC (BOSTON MA)
MA
10/19/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
06/01/2009 - 10/20/2017
MORGAN STANLEY (BOSTON MA)
MA
07/11/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
IA
Issued 3/8/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/5/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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