Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vincent Filachek is a Registered Representative of NFP Retirement Inc. and an Investment Advisor Representative of Kestra Advisory Services, LLC. He is a licensed advisor with over 11 years of experience in the financial industry. Michael has worked at Kestra Investment Services, LLC and ADP Broker-Dealer, Inc in the past. He is a graduate of the University of Pittsburgh and holds Series 6, 63, and 65 licenses. Michael is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Michael is committed to providing his clients with personalized financial advice and guidance to help them 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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
04/13/2023 - Present
NFP Retirement Inc. (Warrington PA)
PA
02/09/2016 - 12/31/2023
KESTRA INVESTMENT SERVICES, LLC (Warrington PA)
NJ
01/16/2012 - 12/24/2015
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 05/24/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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