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Michael Robert Molitoris

Flagship Wealth Management Group, LLC

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About Michael Robert Molitoris

Michael Molitoris is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Flagship Wealth Management Group, LLC, a firm that specializes in financial planning and portfolio management for individuals. Michael's prior experience includes working as a financial advisor for Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Michael holds the Series 7, Series 24, and Series 66 securities licenses. Michael also holds an active investment advisor representative registration in North Carolina.

Firm Information

Michael Molitoris is currently registered with Flagship Wealth Management Group, LLC. Flagship Wealth Management Group, LLC is an independent, fee-only financial advisory firm providing financial planning and portfolio management services to individuals. They are based in Pennsylvania and have 1 licensed agent, 1 investment advisor representative, and 1 advisory function.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Molitoris’s Registration & Firm History

NC

10/18/2024 - Present

Flagship Wealth Management Group, LLC (CARY NC)

MD

07/16/2004 - 02/24/2010

AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)

MN

07/16/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/23/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Robert Molitoris.
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