Unclaimed
Michael Bonaccorso is a financial advisor with LPL Financial LLC. Michael has been in the financial services industry since 1996. Michael has a Series 6, 7, and 63 securities license and is registered in 27 states. Michael also provides tax preparation services and is a member of the Tax Planning Group, LLC. Michael is committed to providing clients with comprehensive financial planning and investment advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/11/2024 - Present
LPL Financial LLC (CLARK NJ)
NJ
08/10/2023 - 01/16/2024
CETERA ADVISOR NETWORKS LLC (CLARK NJ)
NJ
06/02/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (CLARK NJ)
CT
07/19/1996 - 06/21/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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