Unclaimed
Michael Mogavero is an investment advisor representative at Potomac Fund Management. Michael has been in the industry since August 2014 and has a Series 65 and Series 66 license. Michael specializes in providing portfolio management for individuals and investment companies. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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NJ
10/11/2024 - Present
Potomac Fund Management (Moorestown NJ)
Active
Inactive
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