Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Giongo is a financial advisor with Mutual Advisors, LLC. Michael has been in the industry since 1994 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Michael offers a range of services, including financial planning, portfolio management, and selection of other advisors.
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.
Hourly consulting
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.
1
2
PA
03/27/2020 - Present
Mutual Advisors, LLC (Spring City PA)
PA
09/18/2018 - 02/24/2020
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
PA
08/06/2009 - 08/21/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (SPRING CITY PA)
PA
07/01/2004 - 12/31/2006
GENEOS WEALTH MANAGEMENT, INC. (KING OF PRUSSIA PA)
CO
04/08/1997 - 07/13/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NY
09/08/1994 - 04/04/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/27/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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