Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Angelo Bonventure is a financial advisor with Avantax Advisory Services. Michael has been in the financial services industry since 1998 and holds both Series 66 and Series 7 licenses. Michael has experience in financial planning, pension consulting, and providing financial services through Gryphon Financial Wealth Advisors, LLC. Michael is also a director at McKonly & Asbury, LLP, an accounting and consulting firm, where they provide tax compliance and consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
PA
02/01/2024 - Present
Avantax Advisory Services (PHILADELPHIA PA)
PA
12/24/1998 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (PHILADELPHIA PA)
BOTH
Issued 01/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Bonventure is the right advisor for you? Invested Better is here to help.
