Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Slattery is an investment advisor representative at Independence Square Holdings, LLC, a registered investment advisor firm. Michael has over 20 years of experience in the financial services industry. He is licensed to provide investment advice in Delaware, Florida, Maryland, New Jersey, North Carolina, Oregon, Pennsylvania, South Carolina, and Tennessee. He has also passed the SIE, Series 7, and Series 63 exams. Michael provides investment advice to individuals, families, and small businesses. He specializes in financial planning, retirement planning, college savings planning, and estate planning. Michael is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
PA
01/13/2020 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
09/19/2012 - 02/28/2013
SANTANDER SECURITIES LLC (ARDMORE PA)
PA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (BRYN MAWR PA)
PA
12/01/1999 - 05/27/2008
IFMG SECURITIES, INC. (BRYN MAWR PA)
CA
01/02/1996 - 12/06/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
OH
05/22/1995 - 12/31/1995
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
MN
07/11/1994 - 01/17/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/11/1994 - 01/17/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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