Guiseppi Morabito (CRD# 4873700) is an Investment Advisor Representative working at M&m Wealth Management, LLC in Fort Myers, FL and has over 18 years of experience in the finance industry. Guiseppi Morabito has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M&m Wealth Management, LLC | Fort Myers, FL | Jun 2014 - Current | 9 |
| J.p. Turner & Company. LLC | North Royalton, OH | Jan 2009 - Jun 2014 | 5 |
| J.p. Turner & Company Capital Management, LLC | North Royalton, OH | Jan 2009 - Jun 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- AZ
- FL
- OH
- TX
- WI
-
Total Assets Under Management59MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$355,203
- 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
- Pension consulting services
AZ, FL, OH, TX, WI
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