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Michael Georgino, CFP®, ChFC®, CLU®

Michael Georgino, CFP®, ChFC®, CLU®

Financial Advisor

 

Education

St. Bonaventure University; Bachelor of Business Administraition, Finance and Accounting; 1984

Business Experience

Avantax Advisory Servicessm ; Representative; from 2/10/2025 to present

The Investment Center, Inc.; Registered Rep; from 3/13/1998 to 2/10/2025

IC Advisory Services, Inc.; Representative; from 6/2/2006 to 2/10/2025

Advantage Capital Corporation; Registered Rep; from 3/22/1985 to 3/12/1998

Designations

Michael R. Georgino has earned the following designation(s) and is in good standing with the granting authority:

Chartered Financial Consultant; The American College; 1995
Chartered Financial Consultant® (ChFC®)

Chartered Life Underwriter; The American College; 1996
Chartered Life Underwriter® (CLU®)

Certified Financial Planner™; Certified Financial Planner Board of Standards, Inc; 2012
Certified Financial Planner™ (CFP®)

Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

Trade and Wire Requests: Please do not send any trade or money movement instructions via email, fax, or voicemail. You must speak with a representative directly to initiate these types of transactions. Sensitive Information: Internet email is not secure. Please do not send confidential information such as social security or account numbers to us via email. In instances where email addresses are provided, they are provided for information inquiries of nonsensitive and nonconfidential nature. Since an internal email response back to you would not be secure, we will not include confidential information in an email response. Confidentiality Notice: This email transmission and its attachments, if any, are confidential and intended only for the use of particular persons and entities. They may also be work product and/or protected by the attorney-client privilege or other privileges. Delivery to someone other than the intended recipient(s) shall not be deemed to waive any privilege. Review, distribution, storage, transmittal or other use of the email and any attachment by an unintended recipient is expressly prohibited. If you are not the named addressee (or its agent) or this email has been addressed to you in error, please immediately notify the sender by reply email and permanently delete the email and its attachments

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck