Michael GeorginoCRD Number: 1356632
Current Firm: Ic Advisory Services, Inc.
Michael Georgino (CRD# 1356632) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Saint Marys, PA and has over 32 years of experience in the finance industry. Michael Georgino 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.
Ameriprise Financial Services, Inc.
Infinex Investments, Inc.
Woodbury Financial Services, Inc.
|Ic Advisory Services, Inc.||St. Marys, PA||Jun 2006 - Current||11|
|The Investment Center, Inc.||St. Mary's, PA||Mar 1998 - Current||19|
|Self Employed||St Marys, PA||Apr 1985 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1985|
Total Assets Under Management812MILLIONS
Total Number of Accounts3,745ACCOUNTS
Average Account Value$216,763
- 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