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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 Joseph Zambelli JR is a financial advisor at Cornerstone Advisors Asset Management, LLC. Michael has been in the financial industry since 2003. Michael is registered with the state of Pennsylvania and holds Series 7, Series 66, and SIE licenses. Michael is a Certified Financial Planner and specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Cornerstone Advisors Asset Management, LLC is an investment advisory firm based in Bethlehem, Pennsylvania. The firm provides investment advisory services to a variety of clients, including individuals, businesses, and institutions.
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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2
PA
09/04/2015 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
PA
03/06/2014 - 08/12/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CENTER VALLEY PA)
PA
09/21/2007 - 02/07/2014
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)
NY
02/01/2006 - 07/11/2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
PA
12/17/2004 - 06/20/2005
PNC INVESTMENTS (PITTSBURGH PA)
MN
03/22/2002 - 12/17/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/22/2002 - 12/17/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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