Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Samuel Monastra Jr. is a registered representative with MML Investors Services, LLC. Michael has been in the financial industry since 2011. Michael is licensed in the state of Pennsylvania and Texas. Michael has completed the Series 7TO, SIE, Series 6, Series 65, and Series 63 exams. Prior to joining MML Investors Services, LLC, Michael worked for MSI FINANCIAL SERVICES, INC. in Springfield, Pennsylvania.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
09/05/2024 - Present
MML Investors Services, LLC (Newtown Square PA)
PA
06/27/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD PA)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Monastra jr. is the right advisor for you? Invested Better is here to help.
