Unclaimed
Michael Maresca is a registered representative with Fidelity Personal and Workplace Advisors, offering investment advice to individuals, businesses, and charitable organizations. Michael has been in the securities industry since February 2013 and has a strong track record of helping clients achieve their financial goals. Michael has earned the Series 7, Series 63, and Series 66 licenses, demonstrating his commitment to professional development and staying up-to-date with the latest industry trends.
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.
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.
1
2
NJ
01/25/2023 - Present
Fidelity Personal AND Workplace Advisors (MARLTON NJ)
NJ
03/07/2017 - 01/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
01/24/2013 - 02/10/2017
AXA ADVISORS, LLC (WALL NJ)
BOTH
Issued 04/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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