Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Malone is an investment advisor representative and principal at Ethos Financial Group, LLC, and has been in the industry since 1976. Michael has experience working with individuals, high-net-worth individuals, corporations and businesses, and charitable organizations. Michael has a strong background in financial planning and portfolio management. Michael specializes in providing investment advice and financial planning services to individuals and families. He has a proven track record of helping clients achieve their financial goals. Michael is committed to providing his clients with personalized service and a high level of professionalism.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
12/07/2023 - Present
Ethos Financial Group, LLC (KING OF PRUSSIA PA)
PA
04/23/2004 - 12/22/2011
LPL FINANCIAL LLC (SWARTHMORE PA)
MO
10/01/1999 - 04/23/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/27/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
PA
11/30/1995 - 05/05/1998
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
01/15/1990 - 12/11/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/05/1988 - 10/11/1988
MERITOR GROUP INVESTMENTS CORP.
NA
11/18/1985 - 03/10/1987
HOPPER SOLIDAY & CO., INC.
NA
05/12/1983 - 03/04/1985
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
12/03/1980 - 05/19/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/23/1979 - 11/29/1980
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
09/26/1978 - 03/10/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/27/1976 - 03/10/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
02/06/1979 - 02/23/1979
MOSELEY, HALLGARTEN & ESTABROOK INC
IA
Issued 10/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
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