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MICHAEL JOSEPH ZAMBELLI
MICHAEL JOSEPH ZAMBELLI JR, MICHAEL JR ZAMBELLI
CRD#: 4455861
IA
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CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCCRD#: 138638 74 WEST BROAD STREET, SUITE 340
BETHLEHEM, PA 18018
BETHLEHEM, PA 18018
M HOLDINGS SECURITIES, INC.CRD#: 43285 74 WEST BROAD STREET
SUITE 340
BETHLEHEM, PA 18018
SUITE 340
BETHLEHEM, PA 18018
0
Disclosures
22
Years of Experience
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State Registrations
B
Illinois 1/8/2024
IA
Pennsylvania 9/4/2015
B
Pennsylvania 8/19/2015
B
Tennessee 1/2/2025
SRO Registrations
B
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Registered with this firm since 9/4/2015
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Registered with this firm since 8/19/2015
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 09/03/2015 - 12/31/2017 | BETHLEHEM, PA | |
IA | 03/10/2014 - 08/12/2015 | CENTER VALLEY, PA | |
B | 03/06/2014 - 08/12/2015 | CENTER VALLEY, PA | |
B | 09/21/2007 - 02/07/2014 | DRESHER, PA | |
B | 02/01/2006 - 07/11/2007 | NEW YORK, NY | |
IA | 12/17/2004 - 06/20/2005 | WILLOW GROVE, PA | |
B | 12/17/2004 - 06/20/2005 | PITTSBURGH, PA | |
IA | 07/21/2003 - 12/17/2004 | ALLENTOWN, PA | |
B | 03/22/2002 - 12/17/2004 | MINNEAPOLIS, MN | |
B | 03/22/2002 - 12/17/2004 | MINNEAPOLIS, MN |
CENTER VALLEY, PA
03/06/2014 - 08/12/2015
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.