Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ursomarso is a financial professional with over 4 years of experience in the securities industry. Michael is currently registered with Vanguard Marketing Corp., a firm that specializes in providing investment advisory services to individuals and families. Prior to joining Vanguard Marketing Corp., Michael worked at Lincoln Financial Distributors, Inc. Michael holds the Series 7TO, Series 63, and Series 6 licenses. Michael is a licensed securities professional in all 50 states and the District of Columbia.
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.
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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2
PA
06/12/2019 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
05/29/2015 - 06/03/2019
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 06/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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