Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aquino is a financial advisor at Western New York Financial Group, LLC in Buffalo, NY. Michael has over 20 years of experience in the financial services industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael has been registered with the SEC since 2000. Michael has been registered with the state of New York since 2021. The firm, Western New York Financial Group, LLC, provides financial planning and investment management services to individuals and businesses. The firm has over $73 million in assets under management. The firm provides services to individuals, high net worth individuals, corporations, banking or thrift institutions, and pension and profit sharing plans. The firm's main office is located at 560 Delaware Avenue, Suite 102, Buffalo, NY 14202. You can reach the firm at 716-743-6262.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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NY
08/07/2021 - Present
Western NEW York Financial Group, LLC (BUFFALO NY)
NY
01/11/2013 - 10/10/2014
HAZARD & SIEGEL, INC. (LEWISTON NY)
NY
05/03/2012 - 01/18/2013
DYNASTY CAPITAL PARTNERS, INC. (BUFFALO NY)
CA
02/10/2012 - 05/02/2012
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NY
01/06/2009 - 12/31/2011
BROKERSXPRESS LLC (LEWISTON NY)
NY
01/05/2004 - 01/06/2009
INVESTACORP, INC. (LEWISTON NY)
MO
09/12/2000 - 01/06/2004
EDWARD JONES (ST. LOUIS MO)
NY
05/28/1999 - 06/26/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
01/14/1999 - 06/28/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 02/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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