Michael Oresick, financial advisor Hazleton PA

Michael Oresick

CRD Number: 4272565
Current Firm: Janney Montgomery Scott LLC

Michael Oresick (CRD# 4272565) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Hazleton, PA and has over 20 years of experience in the finance industry. Michael Oresick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Janney Montgomery Scott LLC Hazleton, PA Sep 2018 - Current 2
Sei Investments Distribution Co Oaks, PA Aug 2015 - Sep 2018 3
Sei Investments Management Corp Oaks, PA Aug 2015 - Sep 2018 3
Lpl Financial LLC Sugarloafe, PA Mar 2014 - Aug 2015 1
Nationwide Investment Services Corporation Columbus, OH Sep 2013 - Jan 2014 < 1
Highmark Funds Distributors, Inc. King Of Prussia, PA Jan 2009 - Sep 2013 4
Highmark/uboc Coatesville, PA Dec 2007 - Sep 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Michael J. Oresick
Phone Number: 215-665-6000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    50,316
    MILLIONS
  • Total Number of Accounts
    149,817
    ACCOUNTS
  • Average Account Value
    $335,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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