Michael Maglio
Financial Planner at LPL Financial
- Role
- Financial Planner at LPL Financial
- Location
- Wayne, NJ, US
- LinkedIn followers
- 500 followers
About Michael Maglio
At our firm, we have the client—and only the client—in mind. Our mission is to get…
Experience
Financial Planner
Aug 2001 — Present · Totowa, NJ, US
As a Financial Planner, Michael works with clients, helping them to pursue their financial goals and aspirations. Michael and his team are located in Totowa, NJ. For over 15 years he has been the Branch Operations Manager and mentor of other aspiring financial advisors. He works closely with his clients other key advisors specifically their CPAs and Attorneys to coordinate and implement strategies throughout their financial lives. Through the use of stocks, bonds, mutual funds, CDs, fixed annuities, variable annuities, separately managed accounts, structured notes and alternative investments, Michael develops a strategy with the individual client as the first priority.
Education
Montclair State University
Bachelor’s Degree, Business Management and Industrial Studies
1980 — 1984
Hasbrouck Heights High School
High School
Skills
- Series 7
- Series 63
- Series 65
- Series 24
- Life Insurance
- Long Term Care Insurance
- Asset Managment
- Separately Managed Accounts
- Finra
- Strategic Financial Planning
- Alternative Investments
- 401k
- 401k Rollovers
- Portfolio Management
- Advisory
- Mutual Funds
- Stocks
- Bonds
- Structure Notes
- Annuities
- Fixed Annuities
- Financial Advisory
- Investments
- Retirement
- Financial Services
- Securities
- Finance
- Retirement Planning
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