Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Yavner is a financial advisor with over 20 years of experience in the industry. Michael currently holds a Series 7 and Series 63 licenses and is registered with Pickwick Capital Partners, LLC. Michael has been with Pickwick Capital Partners, LLC since October 2021 and is located in White Plains, New York. Previously, Michael was a financial advisor with WAYPOINT DIRECT INVESTMENTS, LLC and Development Corporation for Israel, among other firms. Michael specializes in providing investment advice and financial planning services to individual clients.
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.
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.
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2
NY
10/06/2021 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
FL
05/29/2018 - 07/08/2021
WAYPOINT DIRECT INVESTMENTS, LLC (Boca Raton FL)
FL
11/17/2015 - 04/05/2018
DEVELOPMENT CORPORATION FOR ISRAEL (NORTH MIAMI FL)
FL
02/01/2013 - 11/25/2013
SAFRA SECURITIES LLC (AVENTURA FL)
FL
01/18/2011 - 01/04/2013
MBSC SECURITIES CORPORATION (MIAMI FL)
FL
12/04/2002 - 05/20/2010
VISION INVESTMENT SERVICES, INC. (AVENTURA FL)
FL
11/26/2002 - 05/10/2010
NORTHERN TRUST SECURITIES, INC. (AVENTURA FL)
NJ
01/18/2000 - 12/02/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/20/1996 - 01/27/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 10/24/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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