Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Muratore is a financial advisor with Kingswood Wealth Advisors, LLC. Michael has been in the financial services industry for over 10 years. Michael is registered with the state of New York and North Carolina. Michael has earned the Series 7 and Series 66 licenses. Michael specializes in financial planning, portfolio management, and selection of other advisors. Prior to joining Kingswood Wealth Advisors, LLC, Michael was a financial advisor at Benchmark Investments, LLC. Michael is committed to helping 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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly consulting
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
02/10/2022 - Present
Kingswood Wealth Advisors, LLC (New York NY)
NY
03/31/2021 - 04/14/2022
BENCHMARK INVESTMENTS, LLC (New York NY)
NY
07/17/2019 - 03/04/2021
LPL FINANCIAL LLC (ARDSLEY NY)
NY
08/16/2019 - 03/02/2021
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (ARDSLEY NY)
NY
09/30/2014 - 05/24/2019
J.P. MORGAN SECURITIES LLC (ARDSLEY NY)
NY
05/11/2013 - 09/11/2014
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
02/02/2005 - 07/08/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BOTH
Issued 05/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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