Matthew MichiniCRD Number: 5895940
Current Firm: Principal Securities, Inc.
Matthew Michini (CRD# 5895940) is an Investment Advisor Representative working at Principal Securities, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Michini Wealth Management||Tampa, FL||Dec 2014 - Current||1|
|Principal Life Ins Co||Tampa, FL||Mar 2011 - Current||5|
|Princor Financial Services Corp||Tampa, FL||Mar 2011 - Current||5|
|Varacity Financial||Tampa, FL||Dec 2009 - Mar 2011||1|
|Do Work Promotions||Tampa, FL||Sep 2007 - Dec 2009||2|
|Planet Reach||Tampa, FL||Jun 2005 - Jul 2007||2|
|Bahasa Lounge||Tampa, FL||Oct 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV