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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 MacHnowski is a financial advisor with Moneta Group Investment Advisors, LLC. Michael has been in the financial services industry for over 20 years and has a strong background in portfolio management. Michael is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 licenses. Michael's experience includes working with individuals, families, and businesses. Michael is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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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MA
03/02/2022 - Present
Moneta Group Investment Advisors, LLC (Worcester MA)
MA
01/09/2009 - 09/18/2019
WELLS FARGO CLEARING SERVICES, LLC (WORCESTER MA)
MA
02/21/2006 - 02/02/2009
CITIGROUP GLOBAL MARKETS INC. (WORCESTER MA)
MD
08/17/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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