Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Litz is a financial advisor registered with Girard Advisory Services, LLC and Girard Pension Services, LLC. Michael has over 13 years of experience in the financial services industry. Michael has worked for various firms including Vanguard Marketing Corporation, AXA Advisors, LLC, Lincoln Financial Distributors, Inc., and SEI Investments Distribution Co. Michael holds several licenses including Series 7, 63, and 66. Michael is also a licensed Investment Advisor Representative in Pennsylvania.
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.
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PA
09/28/2023 - Present
Girard Advisory Services, LLC (KING OF PRUSSIA PA)
PA
11/17/2010 - 09/08/2023
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
07/31/2009 - 03/01/2010
AXA ADVISORS, LLC (BALA CYNWYD PA)
PA
06/08/2007 - 05/11/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
10/29/2004 - 05/30/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 09/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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