Michael Affinito (CRD# 6884218) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 6 years of experience in the finance industry.
CRD# 5567930
Avantax Advisory Services
CRD# 2222281
Rbc Capital Markets, LLC
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Lafayette, CA | Mar 2022 - Current | 2 |
| Unemployed | Lafayette, CA | Oct 2021 - Mar 2022 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2019 - Oct 2021 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Mar 2019 - Oct 2021 | 2 |
| Northwestern Mutual Investment Services LLC | Reno, NV | Mar 2019 - Oct 2021 | 2 |
| Pacific Financial Partners | Lafayette, CA | Nov 2017 - Mar 2019 | 1 |
| Sii | Lafayette, CA | Jan 2018 - Feb 2019 | 1 |
| Unemployed | Reno, NV | May 2017 - Nov 2017 | < 1 |
| Prg Las Vegas | Las Vegas, NV | Jan 2017 - May 2017 | < 1 |
| The Proper Image | Reno, NV | Jan 2015 - Jan 2017 | 2 |
| Student | Reno, NV | Jan 2008 - Jan 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2018 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
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