Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Agostinelli is a financial advisor with over 22 years of experience in the industry. Michael currently holds a Series 66, SIE and Series 7 and has been active with Avantax Advisory Services since October 2023. Michael also has previous registrations with DKCB Financial Advisors, LLC and Davie Kaplan Wealth Care Advisors, LLC. Michael is registered as a Registered Representative in New York. Michael is also registered as an Investment Advisor Representative in New York. Michael is a Personal Financial Specialist and holds an active designation. Michael's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses. Michael has experience with various financial services entities and RIA's including Davie Kaplan Wealth Care LLC, DKCB Financial Advisors, LLC, Davie Kaplan Wealth Care Advisors, LLC (Insurance), Davie Kaplan Wealth Care Advisor, LLC (RIA), Davie Kaplan Wealth Care Advisors, LLC (formerly DKCB Wealth Care Advisors, LLC) and Davie Kaplan, CPA, P.C.
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
TX
10/24/2023 - Present
Avantax Advisory Services (DALLAS TX)
NY
01/31/2001 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROCHESTER NY)
BOTH
Issued 02/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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