Unclaimed
Michael Solfaro is a registered representative with Fidelity Personal and Workplace Advisors, located in Holmdel, NJ. Michael has been in the financial industry since 2019 and has experience with a variety of financial products and services. Michael holds Series 66, Series 7, and SIE licenses, which allow him to offer investment advice and securities transactions. Michael is committed to providing clients with personalized financial advice and helping them reach their financial goals. Michael has previously been registered with Park Avenue Securities LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NJ
02/18/2022 - Present
Fidelity Personal AND Workplace Advisors (HOLMDEL NJ)
NJ
04/01/2019 - 12/22/2021
PARK AVENUE SECURITIES LLC (CRANFORD NJ)
BOTH
Issued 06/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Solfaro is the right advisor for you? Invested Better is here to help.