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 Minter is a financial advisor registered with Main Street Financial Solutions, LLC. Michael has been in the industry since 2001. Michael holds Series 63, 66, SIE, 55, and 7 licenses, as well as the Certified Financial Planner designation. Michael specializes in financial planning, portfolio management, and pension consulting. Michael’s experience includes working with individual and high-net-worth clients, charitable organizations, and pension and profit sharing plans. Michael has also worked for several prominent financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Nomura Securities International, Inc., and Equity Services, Inc.
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.
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.
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
03/26/2020 - Present
Main Street Financial Solutions, LLC (NEWTOWN PA)
NJ
12/15/2011 - 12/31/2017
PURSHE KAPLAN STERLING INVESTMENTS (PENNINGTON NJ)
NJ
12/19/2003 - 02/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
VT
12/19/2002 - 01/29/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
10/31/2002 - 11/27/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
06/06/2001 - 05/13/2002
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
BC
Issued 12/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Minter is the right advisor for you? Invested Better is here to help.
