Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Durso is a financial advisor with over 17 years of experience in the industry. Michael has a strong background in financial planning, portfolio management, and investment advisory services. He is registered with the state of New Jersey as an investment advisor representative (IAR) and holds the Series 7, Series 63, Series 66, and SIE licenses. Michael is also a Chartered Financial Analyst (CFA). Michael currently works at Shorehaven Wealth Partners, LLC, a financial advisory firm based in Red Bank, NJ. Before that, Michael worked as an Investment Advisor Representative for Morgan Stanley.
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.
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NJ
07/23/2020 - Present
Shorehaven Wealth Partners, LLC (RED BANK NJ)
NJ
07/18/2020 - 08/02/2023
PURSHE KAPLAN STERLING INVESTMENTS (Red Bank NJ)
NY
10/24/2016 - 07/23/2020
MORGAN STANLEY (NEW YORK NY)
CT
07/23/2014 - 02/04/2016
SDDCO BROKERAGE ADVISORS LLC (GREENWICH CT)
NY
01/03/2012 - 07/21/2014
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NJ
04/07/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (JERSEY CITY NJ)
NY
09/07/2006 - 03/11/2009
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
07/14/2003 - 08/18/2003
LABRANCHE & CO. LLC (NEW YORK NY)
BOTH
Issued 11/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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