How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Michael

ADVISOR PROFILE

1. 02/12/2020 - AMERICAN PACIFIC MORTGAGE CORP AKA PREFERRED RATE LENDING/ MORTGAGE/REAL ESTATE SERVICES/ INVESTMENT RELATED/ 20%/ OAK BROOK TERRACE, IL 2. 06/01/2003 - MICHAEL FORNERO/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 0%/ 101 22ND ST STE 200, LOMBARD, IL 60148 3. 02/28/2022 - Optimal Wealth & Investments - DBA: Optimal Wealth & Investments, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/17/2021 - 140 Hours Per Month/100 Hours During Securities Trading. 4. 04/04/2022 - CFG Planning Services - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/17/2021 - 5 Hours Per Month/0 Hours During Securities Trading.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Michael Ernest Fornero

Experience: 31 years / 4 firms

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