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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 Richard Saracino is an investment advisor representative at ON Investment Management Co. Michael has been in the industry since 2005 and is registered in Indiana, Kentucky, Maryland, Pennsylvania, and Texas. He holds the Series 6, 7, 24, 63, and 65 licenses. Michael is an experienced financial advisor with expertise in portfolio management for individuals and selection of other advisors. He is also the president of CHOICE FINANCIAL SERVICES LLC, where he sells life, health, long term care, disability insurance, group health, fixed and equity indexed annuities.
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.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
03/25/2014 - Present
ON Investment Management Co. (Wormsleysburg PA)
IA
Issued 03/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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