Michael Saler (CRD# 7579060) is an Investment Advisor Representative working at Haddonfield Financial Planning LLC in Haddonfield, NJ and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Puff Wealth Management LLC | Haddonfield, NJ | Mar 2024 - Current | < 1 |
| Trinity Wealth Securities, LLC | Philadelphia, PA | Feb 2023 - Mar 2024 | 1 |
| Trinity Wealth Securities LLC | Philadelphia, PA | Feb 2023 - Mar 2024 | 1 |
| Tristate Financial Advisors | Philadelphia, PA | Jun 2022 - Mar 2024 | 1 |
| Skeeters Pub | Blackwood, NJ | May 2022 - Nov 2023 | 1 |
| Skeeters Pub | Blackwood, NJ | May 2022 - Nov 2023 | 1 |
| Bertucci's | Mount Laurel, NJ | Sep 2020 - May 2022 | 1 |
| Bertucci's | Mt. Laurel, NJ | Sep 2020 - May 2022 | 1 |
| Chestnut Hill College | Philadelphia, PA | Aug 2017 - May 2021 | 3 |
| Student | Philadelphia, PA | Aug 2017 - May 2021 | 3 |
| Unemployed | N/a, NJ | Mar 2020 - Sep 2020 | < 1 |
| Unemployed | Lindenwold, NJ | Mar 2020 - Sep 2020 | < 1 |
| Recovery Sports Grill | Westampton, NJ | Nov 2016 - Mar 2020 | 3 |
| Recovery Sports Grill | Westampton, NJ | Nov 2016 - Mar 2020 | 3 |
| Lindenwold High School | Lindenwold, NJ | Sep 2013 - Jun 2017 | 3 |
| Student | Lindenwold, NJ | Sep 2013 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
| S63 | Uniform Securities State Law Examination | Feb 2023 |
- NJ
- PA
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts457ACCOUNTS
-
Average Account Value$167,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NJ, PA
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