Michael Sicuranza
Greenville, Delaware, 19807
Member Since 2005
Milestone Wealth Advisors, Inc. seeks to build and preserve client wealth. Through client-specific financial analysis and investment research, our services are designed to secure our clients financial well-being for the long-term. As investment managers, we are dedicated to delivering advice in a manner that is both confidential and consistent with our client's needs.
A SERVICE ORIENTATION
Service and personal attention are the hallmark of Milestone Wealth Advisors, Inc.
My Location
Background Information
Years of Financial Experience
- 14
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee, Commissions (Investment Products), Commissions (Insurance Products)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
Additional Business Practices
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2633435
- Securities Registrations: Series 65, Series 63, Series 7, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Small Business Planning Succession Planning
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Money manager selection, Asset Management, Performance Reporting, Tax Efficient Strategies
Visit Website - http://www.milestonewealthadv.com
