Michael AbbateCRD Number: 4091287
Current Firm: Dynamic Wealth Partners, LLC
Michael Abbate (CRD# 4091287) is an Investment Advisor Representative working at Dynamic Wealth Partners, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. Michael Abbate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aegis Wealth Partners, LLC
|Atlas Lifestyle Planning Group LLC||Phoenix, AZ||Nov 2019 - Current||3|
|Atlas Risk Management Group||Phoenix, AZ||Apr 2018 - Current||5|
|Dynamic Wealth Partners, LLC||Phoenix, AZ||Jan 2016 - Current||7|
|Caduceus Financial Services, LLC||Phoenix, AZ||Mar 2010 - Current||13|
|Smc Advisory Network, LLC||Sun Lakes, AZ||Jul 2015 - Mar 2016||< 1|
|Princor Financial Services Corporation||Phoenix, AZ||May 2006 - Aug 2015||9|
|Princor Financial Services Corporation||Phoenix, AZ||Apr 2006 - Aug 2015||9|
|Principal Life Insurance Company||Phoenix, AZ||Mar 2006 - Jul 2015||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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