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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 Angelucci is a Certified Financial Planner and Investment Advisor Representative with Level Financial Advisors, Inc.. Michael has worked as a financial advisor since January 2010 and has been with Level Financial Advisors, Inc. since January 2019. Michael holds a Series 65 license and specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals. Michael is registered as an Investment Advisor in New York and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NY
07/29/2020 - Present
Level Financial Advisors, Inc. (EAST AMHERST NY)
IA
Issued 07/16/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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