Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelangelo? Claim Your ProfileMichelangelo Dicosola is a financial advisor at Morgan Stanley, with over 23 years of experience in the industry. Michelangelo has held previous roles at UBS Financial Services Inc., J.P. Morgan Securities Inc. and Banc One Securities Corporation. Michelangelo is registered with FINRA and holds licenses in Illinois, Indiana and Texas. Michelangelo is a well-rounded financial advisor, providing services such as portfolio management for individuals, businesses, and investment companies, as well as financial planning and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
04/01/2021 - Present
Morgan Stanley (Chicago IL)
IL
05/16/2008 - 04/12/2021
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
07/01/2006 - 05/23/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
02/28/2000 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 10/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2010
Series 3 - National Commodity Futures Examination
BC
Issued 02/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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