Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Modica is an Investment Advisor Representative with Pine Valley Investments. Michael is registered in New Jersey and Texas. Michael has 9 years of experience in the industry. Before joining Pine Valley Investments, Michael was with Foresters Equity Services and Midamerica Financial Services. Michael specializes in providing financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and other investment advisors.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NJ
10/17/2018 - Present
Pine Valley Investments (WILLIAMSTOWN NJ)
NJ
08/12/2014 - 07/10/2015
FORESTERS EQUITY SERVICES, INC. (TURNERSVILLE NJ)
NJ
06/18/2013 - 08/01/2014
MIDAMERICA FINANCIAL SERVICES, INC. (TURNERSVILLE NJ)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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