Unclaimed
Michael Zirolli is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with MML Investors Services, LLC and is licensed to provide financial services in multiple states. Michael's previous experience includes positions with Northwestern Mutual Investment Services, LLC, Allstate Financial Services, LLC, Pruco Securities Corporation and The Prudential Insurance Company of America. Michael holds Series 6, Series 63 and SIE licenses, and is dedicated to providing comprehensive financial planning and investment management services.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
12/27/2016 - Present
MML Investors Services, LLC (BALA CYNWYD PA)
PA
04/29/2013 - 01/04/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNG OF PRUSSIA PA)
PA
08/16/1999 - 10/05/2012
ALLSTATE FINANCIAL SERVICES, LLC (CLIFTON HEIGHTS PA)
NJ
03/06/1989 - 04/25/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/06/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 08/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Zirolli is the right advisor for you? Invested Better is here to help.