Michael Primerano (CRD# 4619562) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 17 years of experience in the finance industry. Michael Primerano 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# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arbor Point Advisors | Mayfield Hts, OH | Mar 2021 - Current | 3 |
| Securities America, Inc. | Mayfield Hts, OH | Jan 2009 - Current | 15 |
| Cedar Brook Financial Partners, LLC | Cleveland, OH | Feb 2018 - Mar 2021 | 3 |
| Securities America Advisors | La Vista, NE | Jan 2009 - Apr 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- NC
- OH
- TX
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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