Michael Hartzell (CRD# 4989949) is an Investment Advisor Representative working at Elite Income Advisors, Inc. in Ellicott City, MD and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
Company Name | Location | Dates | Years |
---|---|---|---|
Elite Income Advisors, Inc. | Columbia, MD | Nov 2020 - Current | 3 |
Penn Mutual Life Insurance Company | Horsham, PA | Oct 2019 - Current | 4 |
Hornor Townsend & Kent LLC | Horsham, PA | Nov 2019 - Nov 2020 | 1 |
New York Life Insurance Com | Bethesda, MD | Jul 2018 - Nov 2019 | 1 |
Nylife Securities LLC | Bethesda, MD | Jul 2018 - Nov 2019 | 1 |
Tide Creek Insurance Services | Finksburg, MD | Dec 2015 - Nov 2019 | 3 |
Thompson Financial Group | Hunt Valley, MD | May 2017 - Jul 2018 | 1 |
Massachusetts Mutual Life Insurance Company | Hunt Valley, MD | May 2017 - May 2017 | < 1 |
Mml Investors Services, LLC | Hunt Valley, MD | Mar 2017 - May 2017 | < 1 |
Metlife Securities Inc. | Elkridge, MD | Feb 2007 - Mar 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DE, FL, MD, NC, PA, SC, TX, VA
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