Unclaimed
Michael Phyillaier has been in the financial services industry since February 2008. Michael is currently a registered Investment Advisor Representative with Empower Advisory Group, LLC and is licensed in Pennsylvania. Previously Michael was employed with Prudential Investment Management Services LLC in Newark, New Jersey, PNC INVESTMENTS in Millersville, Pennsylvania, CUSO FINANCIAL SERVICES, L.P. in Wyomissing, Pennsylvania and Wells Fargo Advisors, LLC in Litiz, Pennsylvania. Michael has a Series 6 and Series 63 license, as well as a Series 65 license and the SIE exam. Michael is also licensed in Michigan.
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.
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
06/29/2023 - Present
Empower Advisory Group, LLC (LANCASTER PA)
NJ
02/29/2016 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
PA
02/15/2012 - 01/22/2016
PNC INVESTMENTS (MILLERSVILLE PA)
PA
03/15/2011 - 01/24/2012
CUSO FINANCIAL SERVICES, L.P. (WYOMISSING PA)
PA
12/18/2007 - 03/09/2011
WELLS FARGO ADVISORS, LLC (LITIZ PA)
IA
Issued 06/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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