Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rochonchou is a financial professional with over 40 years of experience in the industry. Michael is currently registered with LPL Financial LLC and has previously been registered with BCG Securities, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. Michael holds several licenses and certifications including Series 6, 7, 24, 51, 52TO, 63, and 65, as well as the SIE. Michael is a Chartered Financial Consultant. Michael works with individuals, high-net-worth individuals, businesses, corporations, and other entities, including charitable organizations and pension and profit sharing plans. Michael provides a wide range of financial services, including financial planning, portfolio management, and consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
02/28/2024 - Present
LPL Financial LLC (LANGHORNE PA)
PA
07/20/2012 - 02/29/2024
BCG SECURITIES, INC. (Langhorne PA)
PA
02/22/1983 - 07/13/2012
SIGNATOR INVESTORS, INC. (YARDLEY PA)
MA
02/22/1983 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/11/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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