Michael Ciccone, financial advisor Birmingham AL
98 score

Michael Ciccone

CRD Number: 4587133
Current Firm: Sterne Agee Investment Advisor Services, Inc.

Michael Ciccone (CRD# 4587133) is an Investment Advisor Representative working at Sterne Agee Investment Advisor Services, Inc. in Birmingham, AL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Current 1
Sterne Agee Financial Services, Inc. Hudson, OH Sep 2014 - Current 2
Wrp Investments, Inc. Youngstown, OH Jan 2012 - Current 4
Financial Network Investment Corporation El Segundo, CA Oct 2005 - Dec 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for Michael J. Ciccone
By the Numbers
  • Total Assets Under Management
    462
    MILLIONS
  • Total Number of Accounts
    3,594
    ACCOUNTS
  • Average Account Value
    $128,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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