Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Marziale is a financial advisor associated with Independent Financial Partners. Michael has 19 years of experience in the financial services industry. Michael has passed the Series 6, 7, 63 and 65 exams and holds registrations in Connecticut, Florida and Massachusetts. Michael has previously worked for LPL Financial LLC and First Investors Corporation. Michael's current practice is based out of the University Park, Florida branch of Independent Financial Partners.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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 advisement
1
2
FL
04/26/2016 - Present
Independent Financial Partners (UNIVERSITY PARK FL)
FL
10/31/2008 - 05/23/2019
LPL FINANCIAL LLC (BRADENTON FL)
RI
04/11/2002 - 11/10/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (CRANSTON RI)
NJ
11/06/2000 - 03/26/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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