Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Valeri is a registered representative of Park Avenue Securities LLC. Michael Valeri is a financial advisor who has been working in the industry since 2014. Michael Valeri is a Series 7 and Series 66 licensed representative and has been registered with the FINRA and a total of 52 states since 2013. Michael Valeri has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael Valeri provides financial planning, investment management, educational seminars, and selection of other advisors.
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.
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2
NJ
04/17/2024 - Present
Park Avenue Securities LLC (FLEMINGTON NJ)
NY
05/07/2018 - 10/05/2018
DAWSON JAMES SECURITIES, INC. (NEW YORK NY)
NJ
12/23/2014 - 03/02/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
10/14/2013 - 04/03/2014
LAMPERT CAPITAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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