Michael Fornasier (CRD# 2832055) is an Investment Advisor Representative working at Planmember Securities Corporation in Ponte Vedra, FL and has over 27 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Planmember Securities Corporation | Carpinteria, CA | May 2023 - Current | 1 |
Sound Asset Advisors | Ponte Vedra, FL | Jan 2012 - Current | 12 |
Securities America, Inc. | Ponte Vedra, FL | Jul 2020 - May 2023 | 2 |
Securities America Advisors, Inc. | Ponte Vedra, FL | Jul 2020 - May 2023 | 2 |
Investacorp Advisory Services | Miami, FL | Oct 2015 - Jul 2020 | 4 |
Investacorp Inc. | Miami, FL | Jul 2015 - Jul 2020 | 5 |
Cabot Lodge Securities LLC | New York, NY | Mar 2013 - Aug 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1997 |
S65 | NASAA Investment Advisors Law Examination | Sep 1997 |
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- FL
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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