Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Strochlic is a financial advisor with Janney Montgomery Scott LLC. Michael has been in the securities industry since May 21, 1985. Michael has a Series 7, Series 31, Series 63 and SIE license. Michael has also earned the Certified Financial Planner designation. Michael is registered in 27 states to provide investment advisory and brokerage services. Michael has previously worked at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
01/12/2022 - Present
Janney Montgomery Scott LLC (GARDEN CITY NY)
NY
01/01/2008 - 02/04/2009
WACHOVIA SECURITIES, LLC (GARDEN CITY NY)
NY
07/22/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GARDEN CITY NY)
NY
05/22/1985 - 08/05/1994
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 05/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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