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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Urso is a financial advisor with Avantax Advisory Services. Michael is a Certified Financial Planner and has been in the industry since 1999. Michael has a strong background in accounting and tax, and has been a Certified Public Accountant since 1984. Michael is committed to providing personalized financial planning and investment advice to help clients reach their financial goals. Michael specializes in retirement planning, education planning, estate planning, and general financial advice.
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
CT
10/25/2019 - Present
Avantax Advisory Services (ROCKY HILL CT)
CT
09/13/1999 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROCKY HILL CT)
BOTH
Issued 10/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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