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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Passalinqua is an investment advisor representative with Captrust. Michael has been a registered representative since 1993. Michael is a certified financial planner and has experience in providing financial planning services to individuals, corporations and charitable organizations. Michael is registered to conduct business in Pennsylvania and Texas.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
01/19/2021 - Present
Captrust (Greensburg PA)
PA
01/04/2008 - 01/29/2019
PWA SECURITIES, INC. (GREENSBURG PA)
PA
04/19/2001 - 02/27/2008
BILL FEW SECURITIES, INC. (GREENSBURG PA)
PA
01/27/1999 - 04/04/2001
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
PA
02/12/1993 - 01/07/1999
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
IA
Issued 04/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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