Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Amoia is a financial professional with over 25 years of experience in the financial services industry. Michael is currently registered with Valmark Advisers, Inc. in Arizona and is a Chartered Financial Consultant. Previously, Michael was affiliated with firms such as State Farm VP Management Corp., New England Securities, and John Hancock Distributors, Inc. Michael is able to offer a range of services to clients, including financial planning, consulting, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
04/28/2023 - Present
Valmark Advisers, Inc. (Akron OH)
IL
11/19/1997 - 04/11/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
12/17/1993 - 08/23/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
07/13/1993 - 11/18/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/13/1993 - 11/18/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 04/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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