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 Maffei is a financial advisor registered with Lincoln Investment and Capital Analysts. Michael Anthony Maffei has been in the financial services industry since August 11, 2002. Michael Anthony Maffei works in Voorhees, NJ. Michael Anthony Maffei offers a range of financial products and services to individuals, businesses, and charitable organizations. Michael Anthony Maffei specializes in financial planning, investment management, and selection of other 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/19/2010 - Present
Lincoln Investment (Voorhees NJ)
MA
12/02/2008 - 08/10/2009
METLIFE SECURITIES INC. (SPRINGFIELD MA)
PA
12/07/2006 - 09/04/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (PHILADELPHIA PA)
NJ
05/31/2006 - 09/06/2006
USALLIANZ SECURITIES, INC. (VOORHEES NJ)
NY
02/12/2001 - 01/28/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/21/2000 - 02/08/2001
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
09/21/2000 - 02/07/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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