Unclaimed
Michael Taff is a financial professional with over 10 years of experience in the industry. Michael currently holds a Series 6, Series 63, and SIE license and is registered in Florida, Georgia, and Illinois. Michael currently works for Park Avenue Securities LLC and is located in the Chicago office. Previously Michael was with Signator Investors, Inc. and NYLIFE Securities LLC. Michael focuses on working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Michael offers financial planning, educational seminars, and portfolio management services.
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.
1
2
IL
04/27/2017 - Present
Park Avenue Securities LLC (CHICAGO IL)
IL
02/09/2016 - 05/02/2017
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
IL
02/10/2009 - 02/11/2016
NYLIFE SECURITIES LLC (CHICAGO IL)
BC
Issued 10/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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