Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gefen is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Fidelity Personal and Workplace Advisors and has been with them since 2018. Prior to that, Michael worked with several other firms, including Newbridge Securities Corporation, VFINANCE INVESTMENTS, INC, ComERICA SECURITIES, Domestic Securities, Inc., VFINANCE INVESTMENTS, Prudential Securities Incorporated, and PaineWebber Incorporated. Michael has a wide range of experience, having worked with a variety of clients, including individuals, corporations, and pension plans. Michael is licensed to provide financial advice in several states, including California, Colorado, Connecticut, Florida, Massachusetts, and New York. Michael's specializations include financial planning, portfolio management for individuals, portfolio management for businesses, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
CT
05/13/2019 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)
FL
11/28/2017 - 02/28/2018
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
02/27/2009 - 02/12/2010
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
12/08/2004 - 03/02/2009
COMERICA SECURITIES (BOCA ROTAN FL)
NJ
11/17/2003 - 11/19/2004
DOMESTIC SECURITIES, INC. (MONTVALE NJ)
FL
01/01/2002 - 11/14/2003
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
02/11/2000 - 01/01/2002
VFINANCE INVESTMENTS (BOCA RATON FL)
NY
10/30/1997 - 02/15/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/10/1993 - 09/17/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/09/1991 - 12/04/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 12/18/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/23/2003
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
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