Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Difrancesco is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with LPL Financial LLC, a firm that has more than $50 billion in assets under management. Michael has a strong track record of success in helping clients achieve their financial goals. Michael's primary focus is providing comprehensive financial planning services to individuals, families, and businesses.
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
SC
06/17/2021 - Present
LPL Financial LLC (FORT MILL SC)
PA
01/13/2020 - 12/15/2020
KEY INVESTMENT SERVICES LLC (Downingtown PA)
PA
04/26/2018 - 07/11/2019
HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)
PA
01/29/2015 - 04/30/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (EXTON PA)
PA
08/05/2011 - 01/22/2015
LPL FINANCIAL LLC (DOWNIGNTOWN PA)
PA
08/04/2005 - 12/31/2009
SMH CAPITAL INC. (EXTON PA)
NY
09/26/2003 - 06/03/2005
AXA ADVISORS, LLC (NEW YORK NY)
NE
03/14/2003 - 04/09/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
07/20/2000 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
03/22/1993 - 05/01/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 05/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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