Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Touscany is a financial advisor with Confluence Financial Partners, registered to provide investment advice in Pennsylvania and Texas. Michael holds several industry certifications, including Series 63, 7, 9, 10, 31 and SIE. Michael has more than 30 years of experience in the financial services industry.
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.
1
2
PA
03/15/2024 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
02/29/2012 - 04/04/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
01/01/2008 - 03/01/2012
WELLS FARGO ADVISORS, LLC (BETHEL PARK PA)
PA
06/03/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MCMURRAY PA)
NY
02/08/1991 - 06/10/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michael Touscany is the right advisor for you? Invested Better is here to help.
