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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hartlett is a financial advisor at International Assets Investment Management, LLC and has been working in the financial industry since 1982. Michael has a wide range of experience in the financial industry, including experience with LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, and FINANCIAL NETWORK INVESTMENT CORPORATION. Michael is a registered investment advisor representative and has a Series 63, Series 24, SIE, Series 7, Series 22, and Series 6 license. Michael specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Michael is also involved with several community organizations, including the Lancaster Masonic Center, Grand Commandery of PA, Lancaster Royal Arch Ch. 43, and Lancaster Commandry No. 13.
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.
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
PA
10/08/2021 - Present
International Assets Investment Management, LLC (EAST PETERSBURG PA)
PA
02/14/2018 - 10/21/2021
LPL FINANCIAL LLC (EAST PETERSBURG PA)
PA
09/12/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (EAST PETERSBURG PA)
PA
07/18/1994 - 09/17/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (EAST PETERSBURG PA)
GA
05/18/1987 - 07/18/1994
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
09/17/1985 - 06/09/1987
FSC SECURITIES CORPORATION
NA
01/05/1982 - 10/04/1985
IDS FINANCIAL SERVICES INC.
NA
01/05/1982 - 10/04/1985
IDS MARKETING CORPORATION
BC
Issued 01/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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