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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 Borgia is a financial advisor with Pinnacle Investments, LLC, based in Boca Raton, FL. Michael has been in the financial services industry since 2005 and has a diverse background, having previously worked with several other firms, including Dawson James Securities, Inc. Michael is a registered representative with FINRA and holds Series 7, Series 63, and SIE licenses. Michael specializes in a variety of financial products and services. Michael is committed to providing personalized financial advice and strategies to help clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
FL
04/03/2019 - Present
Pinnacle Investments, LLC (BOCA RATON FL)
FL
12/17/2012 - 04/08/2019
DAWSON JAMES SECURITIES, INC. (BOCA RATON FL)
NY
12/12/2008 - 03/18/2009
FIRST MIDWEST SECURITIES, INC. (MELVILLE NY)
NY
04/08/2003 - 12/23/2008
GUNNALLEN FINANCIAL, INC (LINDENHURST NY)
TX
04/02/2003 - 04/21/2003
SHELMAN SECURITIES CORP. (DALLAS TX)
NY
03/10/2003 - 03/28/2003
BROCKINGTON SECURITIES, INC. (RONKONKOMA NY)
NY
01/11/2002 - 02/19/2003
KSH INVESTMENT GROUP, INC. (GREAT NECK NY)
NY
07/23/2002 - 07/29/2002
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
06/21/2001 - 12/21/2001
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BC
Issued 01/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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