Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donofrio is a financial advisor with over 26 years of experience in the industry. Michael is registered with Park Avenue Securities LLC, and is also a Registered Representative (Series 7, 6, and SIE), and a Registered Investment Advisor (Series 65). Michael is a Certified Financial Planner and is qualified to provide financial planning advice. Michael has experience providing financial and investment advisory services to high-net-worth individuals, corporations, and charitable organizations. Michael previously worked with 1717 Capital Management Company and Nathan & Lewis Securities, Inc.
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.
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NY
09/23/2024 - Present
Park Avenue Securities LLC (RYE BROOK NY)
NY
03/18/1998 - 03/29/2007
1717 CAPITAL MANAGEMENT COMPANY (TARRYTOWN NY)
NY
04/09/1997 - 03/03/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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