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 Zembala is a financial advisor with over 40 years of experience. Michael Zembala is registered with Stratos Wealth Partners, Ltd. in Beachwood, Ohio. Michael Zembala previously worked with Lincoln Financial Advisors Corporation in Cleveland, Ohio and Cigna Financial Advisors, Inc. in Radnor, Pennsylvania. Michael Zembala holds a Series 6, 7, 22, and 63 license. Michael Zembala also holds the Securities Industry Essentials Examination (SIE) certification. Michael Zembala specializes in financial planning, pension consulting, educational seminars, and portfolio management. Michael Zembala provides financial planning and investment advisory services to high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans.
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.
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.
Percentage of assets under management with third party managers
1
2
OH
03/15/2016 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
06/01/1998 - 02/04/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
PA
07/19/1982 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 04/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/15/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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