Michael Rinaldi (CRD# 6200346) is an Investment Advisor Representative working at Edward Jones in Westford, MA and has over 3 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Oct 2023 - Current | < 1 |
| Baystate Financial / Mml Investors Services, LLC | Boston, MA | Oct 2022 - Oct 2023 | 1 |
| Massmutual Life Insurance Company | Boston, MA | Sep 2022 - Oct 2023 | 1 |
| Northwestern Mutual Wealth Management Company | Boston, MA | Jun 2020 - Oct 2022 | 2 |
| Unemployed | Westford, MA | Jan 2019 - Jun 2020 | 1 |
| Athena Capital Advisors | Lincoln, MA | Jul 2015 - Jan 2019 | 3 |
| Unemployed | Westford, MA | Jan 2015 - Jul 2015 | < 1 |
| University Of Massachusetts | Lowell, MA | Sep 2010 - Dec 2014 | 4 |
| Allianz Global Investors | New York, NY | Jun 2014 - Aug 2014 | < 1 |
| Fidelity Investments | Merrimack, NH | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- MA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, VI, VT, WA, WI, WV, WY
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