Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas Smith is a financial advisor registered with Avantax Advisory Services. Michael has been in the industry since September 5, 2022, and holds a Series 66, Series 7TO, and SIE license. Michael is also a member of the Jefferson Township Chamber of Commerce and the New Jersey Society of Certified Public Accountants. Michael is a partner at Nisivoccia Wealth Advisors. Avantax Advisory Services provides financial planning, portfolio management, and other investment-related services to individuals, businesses, and institutions.
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
NJ
09/16/2022 - Present
Avantax Advisory Services (Mt. Arlington NJ)
BOTH
Issued 09/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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