Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dominic Lovecchio is a financial advisor with Jacobi Capital Management, LLC. Michael works in the Berwyn, Pennsylvania area and has been a registered representative for over 10 years. Michael is also a registered Investment Advisor Representative and holds the Series 7 and Series 66 licenses. Michael provides investment advisory services through Jacobi Capital Management, LLC, and Jacobi Wealth Advisors. In addition to investment advisory services, Michael offers financial planning services to individuals, businesses, and trusts.
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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2
PA
05/22/2017 - Present
Jacobi Capital Management, LLC (BERWYN PA)
PA
12/19/2012 - 05/22/2017
WFG INVESTMENTS, INC. (WAYNE PA)
PA
04/23/2012 - 12/05/2012
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 05/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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