Michael Garofalo (CRD# 2678306) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 28 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifemark Securities Corp. | Rochester, NY | Dec 2011 - Current | 12 |
| Independent Insurance Agent | Shrewsbury, PA | Dec 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- DE
- NC
- PA
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Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$199,925
- 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
- Selection of other advisers (including private fund managers)
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