Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Vergari is a financial advisor with Janney Montgomery Scott LLC, a firm with more than $1 billion in assets under management. Michael has been a financial advisor for over 10 years and has a broad range of experience in the industry. Michael provides financial planning, pension consulting, and portfolio management for individuals and businesses. He holds the Series 7 and Series 66 licenses and has earned the Certified Financial Planner designation. Michael is also active in his community, serving on the board of the Conyngham Valley Civic Organization and on the Pastor Relations Committee at the Black Creek United Methodist Church.
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
01/15/2021 - Present
Janney Montgomery Scott LLC (HAZLETON PA)
PA
08/08/2011 - 09/30/2020
JANNEY MONTGOMERY SCOTT LLC (HAZLETON PA)
PA
09/04/2009 - 02/02/2010
EDWARD JONES (SUGARLOAF PA)
BOTH
Issued 09/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Vergari is the right advisor for you? Invested Better is here to help.
