Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Richard Georgino is a financial professional with over 38 years of experience in the financial services industry. Michael is currently registered with Avantax Advisory Services in Pennsylvania and has a Series 6, 72, and 63 license. Michael has also earned the Certified Financial Planner and Chartered Financial Consultant designations. Michael's previous experience includes working with Advantage Capital Corporation in Georgia and The Investment Center, Inc. in Pennsylvania. Michael is also a Secretary/Treasurer for Kaul Land Company, Inc., a Finance Council-Moderator for Queen of the World Roman Catholic Church and an Insurance Agent for Avantax Insurance Agency and/or Avantax Insurance Services. Michael's areas of specialization include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/13/2025 - Present
Avantax Advisory Services (DALLAS TX)
GA
04/24/1985 - 03/13/1998
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 04/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Georgino is the right advisor for you? Invested Better is here to help.
