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Michael Assad is listed as Senior Portfolio and Planning Analyst at Marmaras & Smith, LLC at Marmaras & Smith, LLC, based in Bethlehem, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Michael Assad.
Michael Assad previously worked as Senior Portfolio and Planning Analyst at Marmaras & Smith, Llc and Financial Advisor at Ameriprise Financial Services, Inc.. Michael Assad holds Bachelor'S Degree, Public Relations from University Of Pittsburgh-Bradford.
His role at Marmaras & Smith, LLC, is to provide investment analysis of securities, stocks, bonds, mutual funds, separate accounts, ETFs and UITs. He reviews, tests, and rebalances portfolios to the predetermined asset allocation standard and is knowledgeable in firms' investment strategies as well as in tax planning and wealth management practices and services. He has chief responsibility for planning and consolidating client financial information through our wealth management system, eMoney. Mike is also a registered representative of and offers securities through Cetera Advisor Networks.
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3101 Emrick Blvd., Suite 315, Bethlehem, PA 18020
Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Advisory Services and Financial Planning offered through PFG Financial Advisors, a Registered Investment Advisor. Securities orders cannot be honored when communicated by email.
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Michael Assad works for Marmaras & Smith, LLC.
Michael Assad is listed as Senior Portfolio and Planning Analyst at Marmaras & Smith, LLC at Marmaras & Smith, LLC.
Michael Assad is based in Bethlehem, Pennsylvania, United States while working with Marmaras & Smith, LLC.
Michael Assad has worked for Marmaras & Smith, Llc, Ameriprise Financial Services, Inc., and Crothall Healthcare.
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Michael Assad holds Bachelor'S Degree, Public Relations from University Of Pittsburgh-Bradford.
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