Michael AbateCRD Number: 2315733
Current Firm: Pensionmark Financial Group, LLC
Michael Abate (CRD# 2315733) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New York, NY and has over 29 years of experience in the finance industry.
Financial Life Focus, LLC
|Pensionmark Securities, LLC||Santa Barbara, CA||Jan 2023 - Current||< 1|
|Pensionmark Financial Group||Santa Barbara, CA||Jan 2023 - Current||< 1|
|Apw Capital, Inc.||Rockaway, NJ||Oct 2020 - Jan 2023||2|
|Eisneramper Wealth Management & Corporate Benefit||Iselin, NJ||Sep 2020 - Jan 2023||2|
|Td Ameritrade||Englishtown, NJ||Apr 2020 - Sep 2020||< 1|
|Pensionmark Financial Group, LLC||Santa Barbara, CA||Jan 2019 - Apr 2020||1|
|Capital One Sharebuilder, Inc.||Edison, NJ||Oct 2012 - Jan 2019||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1993|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management26,623MILLIONS
Total Number of Accounts7,380ACCOUNTS
Average Account Value$3,607,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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