Unclaimed
Michael Leone Zarrelli is an investment advisor representative at Financial Services Advisory, Inc. Michael has been in the industry since 2018, and currently holds a registration with the state of Maryland. Michael is a Certified Financial Planner. Financial Services Advisory, Inc. is a Rockville, MD based investment advisory firm, providing financial planning, portfolio management for businesses and individuals. The firm has approximately 1981 client accounts with assets under management of $693,702,744.
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.
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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MD
03/17/2021 - Present
Financial Services Advisory (ROCKVILLE MD)
Active
Inactive
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