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Financial Planning Services Advisors in Bala Cynwyd, Pennsylvania
314 Results
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew John Asciutto is an investment advisor representative with MML Investors Services, LLC. Matthew Asciutto is a registered investment advisor in Pennsylvania. Matthew Asciutto has been in the industry since June 17, 2013.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Prospera Financial Services, Inc.

location

BALA CYNWYD, PA

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Max Botel is a financial professional with over 39 years of experience in the industry. Max has a Series 7, Series 24, Series 52, Series 63, Series 99, and SIE. Max is currently registered with Prospera Financial Services, Inc. in the following states: California, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Ohio, Pennsylvania, and South Carolina. Previously, Max was affiliated with Penn Center Investments, Inc. and Integrated Resources Equity Corporation. Max specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Maxwell McNally is a registered representative with Equitable Advisors, LLC and has been in the industry since August 2024. Maxwell's current registrations include Series 7TO and SIE. Maxwell currently works from the Bala Cynwyd, PA branch office of Equitable Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Michael Hartsough is an investment advisor representative at MML Investors Services, LLC, registered with FINRA and the state of Pennsylvania. Michael has been in the industry since 2015, having worked with Mass Mutual and MML Investors Services, LLC. Michael is a Series 6, Series 63 and Series 65 licensed advisor specializing in a number of areas, including retirement planning, college savings, estate planning and business planning. Michael is committed to providing personalized financial advice to help clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Melito is a registered representative with MML Investors Services, LLC. Michael has been in the securities industry since November 6, 2012. Michael is registered to conduct business in 18 states and Washington D.C. Michael is licensed to provide investment advisory services in Pennsylvania and is registered with the state of Pennsylvania. Michael has also passed the General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE), and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Michael is licensed to provide securities advice for individuals, businesses, corporations, charitable organizations, pension and profit sharing plans, insurance companies and trusts.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michael Chiappinelli is a financial advisor with Equitable Advisors, LLC. Michael has been in the industry since 2004 and is registered to provide investment advisory services in 29 states. Michael is also a registered representative with FINRA. Michael offers a variety of financial planning services, including retirement planning, college savings, and estate planning. Michael holds the Series 66, Series 7, and Series 24 licenses. Michael is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Equitable Advisors, LLC

location

BALA CYNWYD, PA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Wallace Stasko is a registered representative with Equitable Advisors, LLC. Michael has been in the financial services industry since 2002 and is licensed in 26 states. Michael has passed the Series 66, Series 7, and SIE exams. Michael is also registered as an investment advisor representative in 24 states. Michael provides advisory services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Chapin, Davis | CFP ®,CFC ® (Certifications)

location

Bala Cynwyd, PA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Michael Reynolds is a financial advisor at Chapin, Davis, with over 20 years of experience in the industry. Michael is registered with both FINRA and the State of Pennsylvania. Michael is a Certified Financial Planner™ and Chartered Financial Consultant®. Michael specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

BALA CYNWYD, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michael Rotay has been in the financial industry for over 25 years. Michael is currently a Registered Representative and Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc., where Michael provides portfolio management services to individuals, businesses, and institutions. Michael holds Series 7, 63, and 65 licenses and has a strong track record of success in the financial industry. Michael is also a registered Investment Advisor Representative in Texas.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

MML Investors Services, LLC

location

BALA CYNWYD, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Michael Girard Abruzzo is an active investment advisor representative with MML Investors Services, LLC. Michael has been in the industry since July 22, 1997. Michael is registered with the state of Pennsylvania. MML Investors Services, LLC has offices in Bala Cynwyd and Collegeville, PA. Michael has previously worked at PRUCO SECURITIES, LLC. in Newark, NJ.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS

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