Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sunderland is an Investment Advisor Representative at Beacon Wealth Consultants, Inc.. Michael has been in the financial industry since 2016. He provides financial planning and investment management services to individuals and businesses. Michael is a Registered Investment Advisor in Pennsylvania. Michael holds the Series 65 license. He is also a Registered Investment Advisor in Pennsylvania and Virginia. Michael's firm, Beacon Wealth Consultants, Inc., has over $203 million in assets under management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate administration, legacy coaching
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.
1
2
PA
11/10/2017 - Present
Beacon Wealth Consultants, Inc. (Lemont PA)
IA
Issued 10/25/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Michael Sunderland is the right advisor for you? Invested Better is here to help.
