Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stephen Spatacco is an investment advisor representative. Michael has been in the industry since 1978. Michael is currently registered with Bancroft Capital, LLC, and is a registered investment advisor representative in Pennsylvania. Michael is also registered with FINRA. Michael has previously worked at CFG CAPITAL MARKETS, LLC, BOENNING & SCATTERGOOD, INC., FERRIS, BAKER WATTS INCORPORATED, JANNEY MONTGOMERY SCOTT LLC, WHEAT, FIRST SECURITIES, INC., BUTCHER & SINGER INC., W. H. NEWBOLD'S SONS & CO., INC., A. WEBSTER DOUGHERTY & CO., INCORPORATED, and again at BUTCHER & SINGER INC.. Michael has earned several licenses and certifications including Series 7, 9, 10, 63, 65, SIE, and 99TO. Michael specializes in retirement planning, financial planning and portfolio 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.
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
06/14/2018 - Present
Bancroft Capital, LLC (FORT WASHINGTON PA)
PA
06/11/2014 - 06/01/2018
CFG CAPITAL MARKETS, LLC (Ardmore PA)
PA
06/23/2008 - 06/13/2014
BOENNING & SCATTERGOOD, INC. (ARDMORE PA)
PA
02/04/2002 - 06/25/2008
FERRIS, BAKER WATTS INCORPORATED (ARDMORE PA)
PA
05/18/1992 - 02/04/2002
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NC
01/01/1991 - 06/04/1992
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
07/30/1983 - 01/01/1991
BUTCHER & SINGER INC.
NA
03/25/1982 - 05/19/1983
W. H. NEWBOLD'S SONS & CO., INC.
NA
01/30/1980 - 04/22/1982
A. WEBSTER DOUGHERTY & CO., INCORPORATED
NA
02/01/1978 - 05/26/1979
BUTCHER & SINGER INC.
IA
Issued 05/14/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1982
Series 5 - Interest Rate Options Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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