Michael DieterCRD Number: 4627405
Current Firm: Msi Financial Services, Inc.
Michael Dieter (CRD# 4627405) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Lancaster, PA and has over 14 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Metlife Securities||Lancaster, PA||Oct 2007 - Current||10|
|The Prudential Insurance Company Of America||Lancaster, PA||Jan 2003 - Sep 2007||4|
|Pruco Securities||Lancaster, PA||Jan 2003 - Sep 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- 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
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV