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Michael M

Series 66

Port Jefferson, NY

Kestra Advisory

Michael Mincone is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 66 designation and has previously worked at Amazon.com Inc. and Healthfirst Inc. prior to joining Kestra. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves very large institutional investors and employs a range of management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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