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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 Aster is an investment advisor representative at Wealthplan Investment Management LLC. Michael has been in the industry since 1993. Michael is registered with the state of Delaware and New Jersey. The firm provides advisory services including financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Michael has a Series 6 and Series 65 license.
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.
Turnkey asset management provider platform & consulting, outsourced cio services and broker consulting
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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2
DE
01/23/2024 - Present
Wealthplan Investment Management LLC (Wilmington DE)
NJ
11/02/2018 - 12/31/2023
OSAIC WEALTH, INC. (Cherry Hill NJ)
NJ
02/03/1993 - 11/02/2018
SIGNATOR INVESTORS, INC. (Cherry Hill NJ)
MA
02/03/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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