Michael Feldman (CRD# 1200174) is an Investment Advisor Representative working at Cms Wealth Management in Wayne, PA and has over 37 years of experience in the finance industry. Michael Feldman 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.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany, NJ | May 2010 - Current | 13 |
| Capital Management Services, Inc. | Wayne, PA | Sep 1987 - Current | 36 |
| National Life Ins. Company | Broomall, PA | Oct 1984 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
- PA
- TX
-
Total Assets Under Management358MILLIONS
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Total Number of Accounts862ACCOUNTS
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Average Account Value$415,568
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, NH, NJ, PA, TX
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