Unclaimed
Michael A. Pansovoy is an Investment Advisor Representative with Bolton Securities Corp., operating under dba 'North Andover Trust Corporation'. Michael is a registered representative with FINRA and is licensed in several states. Michael is also the owner and operator of North Andover Trust Corp., a public-facing s-corp created to operate securities and investment advisory businesses. Michael has been in the securities industry since 1988. Michael specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals and selection of other advisors. Michael also owns and operates PAN-A-SEA, LLC., a charter boat business. Michael maintains an active insurance license and is a co-owner of VCM Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
03/27/2007 - Present
Bolton Securities Corp. (BOLTON MA)
NJ
01/28/1995 - 03/10/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
01/25/1989 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
CO
04/20/1988 - 03/15/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 02/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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