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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sung Ma is a financial advisor with Stratos Wealth Advisors LLC, located in Philadelphia, Pennsylvania. Michael has been in the industry for over 20 years and holds Series 6, 7, 63, and 65 licenses. Michael specializes in financial planning, portfolio management, and investment advice. He works with a wide range of clients, including individuals, families, businesses, and non-profits. Michael has a deep understanding of the financial markets and is committed to helping his clients achieve their financial goals.
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.
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.
Percentage of assets under management with third party managers
1
2
PA
03/29/2021 - Present
Stratos Wealth Advisors LLC (Philadelphia PA)
PA
08/27/2002 - 03/02/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
IA
Issued 12/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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