Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Shaub is a financial advisor at Private Advisor Group, LLC with over 7 years of experience in the industry. Michael Shaub has a Series 7, Series 6, Series 63, and Series 65 license. Michael Shaub has experience working with various clients such as individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, corporations or other businesses, and state or municipal government entities. Michael Shaub works in both Pennsylvania and New Jersey. Michael Shaub previously worked at Foresters Financial Services, Inc., Wiley's Pharmacy, Penn Veterinary Supply, Plain & Fancy Restaurant, Santander Bank, TFG Wealth, and Comprehensive Financial Professionals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
04/28/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
04/11/2016 - 05/04/2016
FORESTERS FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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