Matthew D Michini

Current Employers

Employment History

• 03/2011 → Present
  Principal Life Ins Co
  Tampa, FL
• 12/2014 → Present
  Michini Wealth Management
  Tampa, FL
• 03/2016 → Present
  Principal Securities Inc
  Tampa, FL

Other Businesses

**One Source Advisory/Group Benefits; Not Investment Related; I do joint work to provide referrals to other reps at DBG ; Joint work to provide referrals to other reps at One Source Advisory. I am licensed to sell group products and receive a split of the commissions; Start Date: 04/11/2011; 3 hrs per month; 3 during trading hours. **OUTSIDE INSURANCE, FIXED LIFE & ANNUITIES, LTC, DI, 5/7/15. **COR LEO ADVISORS POSITION: Advisor NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/13/2024 ADDRESS: 7608 S Faul St, Tampa FL 33616, United States DESCRIPTION: We are providing business consulting; my role would be of the quarterback/coordinator role. All financial advisory services/ financial consulting from the clients the company would be billing me directly through PSI. The company will be performing services that support value growth, exit, and transition planning. **LEGACY STEWARDSHIP PARTNERS POSITION: Owner NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/06/2025 ADDRESS: 7608 S Faul St, Tampa FL 33616, United States DESCRIPTION: Business consulting, helping business owners evaluate and review their business in preparation for an exit. To help Identify the different areas within there business that is not best in class and create an action plan to overcome those weaknesses in an effort to increase enterprise value.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-25
• S63 Uniform Securities Agent State Law Examination
  2011-07-20

Other Names

• Matthew D Machini