Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael L Miley is a financial advisor with MML Investors Services, LLC. Michael is based in Newtown Square, PA and has been in the industry since August 2000. Michael has a Series 7, SIE, and Series 63 license. Michael holds a Certified Financial Planner designation. Prior to joining MML Investors Services, LLC, Michael was a financial advisor at MSI Financial Services, INC. and New England Securities. Michael has experience working with individual clients, high-net-worth individuals, corporations, 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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
02/27/2004 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
PA
07/31/2000 - 02/23/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 08/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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