Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Shtifter is a financial advisor associated with Park Avenue Securities LLC. Michael has been in the securities industry for over 10 years. Michael holds Series 66, Series 7TO and SIE licenses. Michael is registered in multiple states including Arizona, California, Connecticut, Florida, Massachusetts, New Hampshire, New York and Pennsylvania. Michael offers advisory services including financial planning, educational seminars, selection of other advisors and portfolio management for individuals.
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.
1
2
MA
01/23/2024 - Present
Park Avenue Securities LLC (NEEDHAM MA)
BOTH
Issued 07/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Shtifter is the right advisor for you? Invested Better is here to help.
