Michael Battaglia (CRD# 7010758) is an Investment Advisor Representative working at Prudential Financial Planning Services in Batavia, NY and has over 5 years of experience in the finance industry.
CRD# 5842694
Edward Jones
CRD# 3064278
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5232879
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Pittsford, NY | Nov 2021 - Current | 2 |
| Prudential Insurance Company Of America | Pittsford, NY | Nov 2021 - Current | 2 |
| Equitable Advisors, LLC | New York, NY | Aug 2019 - Oct 2021 | 2 |
| Axa Advisors, LLC | New York, NY | Aug 2019 - Jun 2020 | < 1 |
| Unemployed | Batavia, NY | Jun 2019 - Jul 2019 | < 1 |
| Edward Jones | Batavia, NY | Sep 2018 - May 2019 | < 1 |
| Unemployed | Batavia, NY | Jul 2018 - Sep 2018 | < 1 |
| Harbor Freight | Batavia, NY | Apr 2018 - Jun 2018 | < 1 |
| Rite Aid Corporation/ Walgreens | Brockport, NY | Nov 2017 - Apr 2018 | < 1 |
| Valu Home Center | Batavia, NY | Sep 2012 - Oct 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- NY
-
Total Assets Under Management16,379MILLIONS
-
Total Number of Accounts113,575ACCOUNTS
-
Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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