Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mall is a financial advisor with Coppell Advisory Solutions LLC, an advisory firm that manages over $849.5 million in assets. Michael has been in the industry since 2003 and has held registrations with numerous firms, including PROEQUITIES, INC., CENTER STREET SECURITIES, INC., and Virtue Capital Management. Michael holds the Series 63, Series 65, Series 7, and SIE exams, as well as the Certified Financial Planner designation. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Michael's clients include high-net-worth individuals, corporations, and individuals other than high-net-worth. Michael's primary office is located in Cherry Hill, New Jersey.
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.
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
08/22/2019 - Present
Coppell Advisory Solutions LLC (Cherry Hill NJ)
NJ
07/02/2014 - 12/16/2015
PROEQUITIES, INC. (MARLTON NJ)
NJ
04/11/2012 - 07/07/2014
CENTER STREET SECURITIES, INC. (MARLTON NJ)
BC
Issued 10/24/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Mall is the right advisor for you? Invested Better is here to help.
