Unclaimed
Michael Vincent Silvestro is a financial professional with over 27 years of experience in the industry. Michael currently works as a Registered Representative at Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Michael has held previous positions with Wells Fargo Clearing Services, LLC, Securities America, Inc., Citizens Investment Services Corp., Quick & Reilly, Inc., and Morgan Stanley DW Inc. Michael is registered in Pennsylvania and New Jersey and is a Series 7, Series 63, Series 99TO, and SIE licensed professional. Michael has a passion for helping clients achieve their financial goals and provides a range of financial services, including financial planning, portfolio management, and retirement planning.
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.
Fee plus commission
1
2
PA
06/15/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
02/05/2018 - 01/22/2020
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
PA
10/27/2004 - 03/06/2017
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
NE
04/13/2004 - 08/17/2004
SECURITIES AMERICA, INC. (LAVISTA NE)
RI
03/05/2003 - 02/05/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
07/23/2002 - 10/15/2002
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/26/1992 - 06/28/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 09/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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