Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Defillipo is a financial advisor with over 18 years of experience in the industry. Michael is currently registered with Hornor, Townsend & Kent, LLC and has been with the firm since August 2016. Michael holds the Series 6, 7, 63 and 65 licenses as well as the SIE exam. Michael offers a wide range of services to clients, including financial planning, portfolio management, and selection of other advisors. Michael is a Chartered Financial Consultant and has also served as a director of multiple organizations including the Philadelphia Estate Planning Council and Living Beyond Breast Cancer.
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.
Trail commissions, distribution assistance fees
1
2
PA
12/02/2016 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
PA
02/17/2005 - 11/06/2014
M HOLDINGS SECURITIES, INC. (NEWTOWN PA)
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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