Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schwartz is a registered representative with Park Avenue Securities LLC, based in Holmdel, New Jersey. Michael has been working in the financial industry since April 2007, and has a Series 66 license, a Series 7 license and a SIE license. Michael has expertise in various areas including financial planning, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NJ
03/27/2018 - Present
Park Avenue Securities LLC (HOLMDEL NJ)
NJ
02/12/2007 - 05/10/2011
AXA ADVISORS, LLC (WOODBRIDGE NJ)
BOTH
Issued 10/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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