Unclaimed
Michael Mauro is a financial advisor at Cambridge Investment Research Advisors, Inc. Michael is a registered representative in Pennsylvania and is also registered with the state of Maryland, Michigan, New York, North Carolina, and Pennsylvania as an investment advisor. Michael has been in the securities industry since January 2014. Michael is a Series 7 and Series 66 licensed professional and holds the SIE exam. Michael's firm is located in Fairfield, Iowa and has offices in Montoursville, Pennsylvania. Michael's firm manages over $87 Billion in assets.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
11/16/2017 - Present
Cambridge Investment Research Advisors, Inc. (Montoursville PA)
PA
01/20/2014 - 11/16/2017
VOYA FINANCIAL ADVISORS, INC. (MONTOURSVILLE PA)
BOTH
Issued 05/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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