Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Sorgenti is a financial advisor with TD Private Client Wealth LLC. Michael has been in the financial services industry since 2007. Michael holds the Series 6, 7, 24, 63, and 65 licenses and has been registered in New Jersey since 2018. Michael specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients, including high net worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
09/14/2018 - Present
TD Private Client Wealth LLC (Mt. Laurel NJ)
PA
01/27/2014 - 10/05/2016
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NJ
02/28/2013 - 01/27/2014
TD PRIVATE CLIENT WEALTH LLC (CHERRY HILL NJ)
NJ
04/03/2008 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (CHERRY HILL NJ)
MA
05/25/2007 - 04/04/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
BC
Issued 08/06/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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