Unclaimed
Michael Fanto is a registered investment advisor with Park Avenue Securities LLC. Michael has been in the securities industry since 1983. Michael is licensed to provide investment advisory services in California, Connecticut, Florida, Maine, Massachusetts, New York, North Carolina, South Carolina, and Utah. Michael specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Michael is also licensed to provide securities brokerage services in Arizona, California, Connecticut, Florida, Maine, Massachusetts, New Jersey, New York, North Carolina, South Carolina, Utah, Virginia, and Wisconsin. Michael is committed to providing clients with personalized and comprehensive financial 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.
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.
1
2
NY
11/21/2019 - Present
Park Avenue Securities LLC (PITTSFORD NY)
NY
02/10/1999 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
12/05/1983 - 03/02/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
02/19/1992 - 06/22/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 07/20/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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