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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Insogna is a financial advisor at Modera Wealth Management, LLC. Michael is registered with the state of Pennsylvania as an Investment Advisor Representative. Michael holds the Series 65 license. Michael is a Certified Financial Planner. Michael provides services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Michael has worked in the financial services industry since 2008. Michael has previous experience at Accenture, LLP, Axalta Coating Systems, and Baldrige Asset Management LLC.
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.
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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PA
07/03/2023 - Present
Modera Wealth Management, LLC (ALLENTOWN PA)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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