Guiseppi J. Morabito
Professional summary
Guiseppi John Morabito, CFP®, who also goes by Guiseppi Martinez, Guiseppi Morabito, is a registered financial advisor currently at M&M WEALTH MANAGEMENT, LLC located in St. Petersburg, Florida.
Guiseppi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Guiseppi has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Guiseppi John Morabito's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2020
Experience
July 16, 2014 - Present
M&M WEALTH MANAGEMENT, LLC
Office #1: First Central Tower 360 Central Ave Suite 800, St. Petersburg, FL 33701January 13, 2009 - June 20, 2014
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
January 6, 2009 - June 20, 2014
J.P. TURNER & COMPANY, L.L.C.
June 20, 2008 - December 31, 2008
FSC SECURITIES CORPORATION
September 18, 2006 - December 31, 2008
FSC SECURITIES CORPORATION
December 3, 2004 - September 21, 2006
MSI FINANCIAL SERVICES, INC.
November 2, 2004 - September 21, 2006
METROPOLITAN LIFE INSURANCE COMPANY
November 2, 2004 - September 21, 2006
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/11/2021)
(7/16/2014)
(7/21/2014)
(7/23/2021)
(7/20/2021)
Exams
Current Firm
M&M WEALTH MANAGEMENT, LLC
CRD#: 170859 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 171 |
| AUM (Assets Under Management) | $ 71,650,000 |
Red Flags
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