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MassMutual financial professional.

Miguel "Miguel" Morales-Corujo, JD, CEPAemail

  • Professional Story

    Miguel Morales LinkedIn About Section

    I began my career following in footsteps of my grandfather, who dedicated his life to providing financial advice and education to professionals in Puerto Rico. In 2010, I obtained my Bachelor of Science Degree from Syracuse University, and shortly after joined the family’s business. As fate would have it, 3 years later I suffered an accident and was disabled. Shortly after the accident, I decided to further my academic and professional career by attending InterAmerican University of Puerto Rico, School of Law. I completed my Juris Doctor in 2017 and was admitted to the Pennsylvania Bar Association in 2020 shortly after moving to Delaware.

    However, being a 3rd generation financial advisor, I realized my passion did not lie in law, but in helping business owners create a Legacy that will stand the test of time. I knew that providing financial knowledge, literacy, and education to help family businesses make informed financial decisions is what truly gets me out of bed each morning.

    As an Investment Advisor Representative at 3D Integration, I help business owners and licensed professionals coordinate and integrate their personal, business and estate planning which spans the family, business, and ownership domains of their financial life. My fee-based financial planning practice involves a ‘deep dive’ discovery process to assess the client’s present position. A customized plan is developed and delivered providing independent observations and recommendations. **

    As a registered representative of MML Investor Services, LLC, I assist clients with various investment needs as well as educating participants in company-sponsored retirement plans.

    EDUCATION AND CREDENTIALS: B.S. Business Economics -Concentrations in Business Analysis, and Finance, University of Syracuse, Utica College Juris Doctor- Interamerican University of Puerto Rico, School of Law Admitted to the PA Bar*

    LICENSES AND PROFESSIONAL DESIGNATIONS

    SECURITIES: DE, FL, NC, NJ, NY, PA and PR

    INSURANCE: DE, FL, NC, NJ, PA, PR, and VA

    *Licensed but not practicing on behalf of MML Investor Services, LLC or its affiliated companies.

    ** Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside the financial plan fee.

    I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.

    Miguel Morales-Corujo, J.D., CEPA is a Registered Representative of and offers securities, and investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. (http://www.sipc.org). 3D Integration, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory Office: 3701 Corporate Parkway, Suite 320, Center Valley, PA 18034. (610) 798-2500.

    CRN202409-822923

    Education

    Utica College of Syracuse University (2006-2010)
    Inter American University of Puerto Rico School of Law (2013-2017)

    Hobbies

    Hiking
    deep sea fishing
    kayaking
    board games

    Affiliations & Memberships

    Gamma Iota Sigma
    Phi Alpha Delta
    Hispanic National Board Association
    Pennsylvania Bar Association
    Hispanic Bar Association of Pennsylvania
    Exit Planning Institute
    National Association of Plan Advisors

  • Languages:
    • English
    • Spanish

  • Credentials:
    • JD**
    • Esq.
    • CEPA

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Business Succession Planning
    • Group Benefits
    • Investment Strategies
    • LGBTQ

  • Online Services

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