Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fuina is an investment advisor representative currently employed by Fidelity Personal And Workplace Advisors. Michael's experience in the financial industry began in 2000 and he has held past positions at Laidlaw & Company (UK) LTD., Gunnallen Financial, Inc, S.W. Bach & Company, Harrison Securities, Inc. and MONY Securities Corporation. Michael currently holds licenses for Series 6, 7, 24, 63 and 66. Michael specializes in portfolio management for businesses and individuals and has several registrations within different states including New York, Texas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, North Carolina, Pennsylvania, South Carolina, and Virginia.
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
NY
04/11/2022 - Present
Fidelity Personal AND Workplace Advisors (GARDEN CITY NY)
NY
10/28/2009 - 08/19/2010
LAIDLAW & COMPANY (UK) LTD. (ROSLYN HEIGHTS NY)
NY
05/03/2005 - 11/04/2009
GUNNALLEN FINANCIAL, INC (ROSALYN HEIGHTS NY)
NY
04/27/2004 - 04/20/2005
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
04/03/2001 - 04/27/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
12/21/2000 - 04/11/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
03/27/2000 - 07/18/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 11/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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