Michael Parnes is a PFS-designated registered investment advisor, based in New Hyde Park, NY, with 19 years of industry experience.
Location
New Hyde Park, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an insurance sales agent, a CPA providing accounting and tax preparation services (taking about half of his time), and a rental property owner. He also owns Mutton & Mitten LLC for a self-directed Roth IRA and provides equity indexed annuities and other insurance products through Avantax, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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