Unclaimed
Michael Maglieri is an Investment Advisor Representative at Pbmares Wealth Management LLC in FAIRFAX, VA. Michael has been in the industry since 2019 and is registered in Maryland and Virginia. Michael's firm provides financial planning and portfolio management for individuals and businesses. Michael has earned the Certified Financial Planner designation. Michael is also an agent for various insurance companies.
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.
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.
Consulting
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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VA
02/28/2020 - Present
Pbmares Wealth Management LLC (FAIRFAX VA)
IA
Issued 02/28/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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