Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Mastropietro is a financial advisor with Raymond James & Associates, Inc. based in Boca Raton, FL. Michele has over 35 years of experience in the financial services industry. Prior to joining Raymond James, Michele was affiliated with Cetera Advisor Networks LLC. Michele is a Series 7 and Series 66 licensed professional and has held positions at several other firms including Summit Brokerage Services, Inc., Wachovia Securities Financial Network, Inc. and JW Genesis Securities, Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/08/2021 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
FL
09/20/2019 - 02/11/2021
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
02/03/2003 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
MO
01/02/2001 - 02/21/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
03/15/1995 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
FL
10/06/1994 - 03/07/1995
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
FL
01/03/1994 - 10/27/1994
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NA
10/17/1988 - 01/03/1994
JW CHARLES SECURITIES, INC.
FL
08/21/1986 - 01/03/1994
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
CT
10/03/1988 - 10/21/1988
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
NA
11/25/1986 - 10/04/1988
DOMINICK & DOMINICK, INCORPORATED
BOTH
Issued 07/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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