Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mogavero is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been working in the financial services industry since 2000. Michael holds the Series 7, Series 63, and Series 66 licenses and is a Chartered Financial Analyst. Michael is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Michael has prior experience with J.P. Morgan Securities LLC, NYLIFE Securities LLC, and Morgan Stanley Smith Barney.
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
NH
01/24/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NY
12/18/2015 - 03/08/2022
NYLIFE SECURITIES LLC (LAKE SUCCESS NY)
NY
10/01/2012 - 08/10/2015
J.P. MORGAN SECURITIES LLC (MINEOLA NY)
NY
10/28/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAR ROCKAWAY NY)
NY
06/03/2010 - 08/26/2011
MORGAN STANLEY SMITH BARNEY (MELVILLE NY)
MA
12/12/1991 - 07/19/2000
WEISS, PECK & GREER, L.L.C. (BOSTON MA)
NY
04/16/1990 - 12/10/1990
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
NA
12/20/1988 - 03/12/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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