Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony D'avella is a financial advisor with Tucker Asset Management LLC, based in West Chester, Pennsylvania. Michael has been in the financial services industry for over 30 years. He has a wide range of experience in financial planning, portfolio management for individuals, and selection of other advisers. Michael holds a Series 6, 7, 22, and 63 license. He is also a Registered Investment Advisor in Pennsylvania.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Shares in fees paid to third party investment advisers
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2
PA
01/21/2016 - Present
Tucker Asset Management LLC (West Chester PA)
PA
08/28/2014 - 08/06/2015
ALLSTATE FINANCIAL SERVICES, LLC (WEST CHESTER PA)
PA
02/01/2007 - 12/31/2013
EQUITY SERVICES, INC. (W. CHESTER PA)
PA
01/08/2002 - 10/25/2006
EQUITY SERVICES, INC. (WEST CHESTER PA)
MN
05/03/2001 - 12/31/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
04/23/2001 - 11/29/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
PA
06/23/1993 - 04/16/2001
WHARTON EQUITY CORPORATION (WAYNE PA)
IL
07/17/1991 - 12/31/1992
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
VT
03/15/1984 - 12/31/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 05/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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