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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 Theodore Piotrowicz is a financial advisor with over 40 years of experience in the industry. Michael is a Senior Client Advisor with Legacy Advisors, LLC, a firm with a strong focus on providing investment and financial planning advice to individuals, corporations, and charitable organizations. Michael is also a member of the Board of Directors for several non-profit organizations. Michael is a registered representative in 22 states and holds Series 63, Series 24, Series 22TO, Series 6TO, SIE, Series 7, and Series 1 licenses. Michael is committed to providing his clients with personalized service and tailored financial solutions.
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.
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.
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2
PA
06/18/2013 - Present
Legacy Advisors, LLC (PLYMOUTH MEETING PA)
PA
02/22/1980 - 07/06/2006
CAPITAL ANALYSTS, INCORPORATED (PLYMOUTH MEETING PA)
BC
Issued 03/31/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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