Unclaimed
Michael Donofrio is a financial advisor who has been in the industry since 2001. He is currently registered with Kovack Advisors, Inc. in Florida and North Carolina. Michael specializes in portfolio management for individuals and businesses. He has experience with a wide range of clients, including high net worth individuals, corporations, and pension plans. Michael is committed to providing personalized financial advice that helps his clients achieve their financial goals.
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.
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.
1
2
FL
01/27/2017 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
05/21/2004 - 01/18/2017
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
NJ
01/15/2003 - 05/18/2004
RYAN BECK & CO. (FLORHAM PARK NJ)
NY
05/18/2001 - 01/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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