Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael S. Licitra is a financial advisor with Avantax Advisory Services. Michael is a Registered Representative of Avantax Investment Services, Inc. and an Investment Advisor Representative of Avantax Advisory Services. Michael has been in the financial services industry since January 2005. Michael provides a variety of financial services, including financial planning, portfolio management, and retirement planning. Michael is a Certified Financial Planner (CFP®). Michael is licensed to sell securities in California, Delaware, Florida, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina.
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
NY
08/06/2021 - Present
Avantax Advisory Services (Staten Island NY)
NJ
05/01/2008 - 05/19/2015
AXA ADVISORS, LLC (EDISON NJ)
NY
01/06/2005 - 05/08/2008
ROYAL ALLIANCE ASSOCIATES, INC. (STATEN ISLAND NY)
BOTH
Issued 01/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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