Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fornasier has been in the financial services industry since March 1998. Michael is currently registered with Planmember Securities Corp. and is also a registered Investment Advisor. Michael has held previous positions with Securities America, Inc., Investcorp, Inc., Cabot Lodge Securities LLC, LPL Financial LLC, IFMG Securities, Inc., Essex National Securities, Inc., Weatherly Securities Corporation, TD Waterhouse Investor Services, Inc., The Dreyfus Service Corporation, Tasin & Company, Inc., Prudential Securities Incorporated, and Marlowe & Company.
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.
Provides investment supervisory 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
FL
05/22/2023 - Present
Planmember Securities Corp. (Ponte Vedra FL)
FL
07/17/2020 - 05/26/2023
SECURITIES AMERICA, INC. (PONTE VEDRE FL)
FL
07/08/2015 - 07/17/2020
INVESTACORP, INC. (PONTE VERDE FL)
NY
03/01/2013 - 08/07/2015
CABOT LODGE SECURITIES LLC (WADING RIVER NY)
NY
03/04/2008 - 04/04/2013
LPL FINANCIAL LLC (RIVERHEAD NY)
NY
03/01/2005 - 03/04/2008
IFMG SECURITIES, INC. (RIVERHEAD NY)
CA
01/24/2003 - 02/28/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/27/2002 - 09/06/2002
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NE
06/07/2001 - 05/02/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
10/26/1999 - 05/21/2001
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
12/18/1998 - 11/09/1999
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
08/21/1997 - 08/21/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/07/1997 - 07/29/1997
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
04/03/1997 - 04/03/1997
MARLOWE & COMPANY (NEW YORK NY)
IA
Issued 09/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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