Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Halvorsen is an Investment Advisor Representative with Summit Financial, LLC. Michael has been in the industry since June 1998 and is registered with the state of Pennsylvania and Virginia. Michael has a current Series 65 license and is also a Certified Financial Planner. Michael provides financial planning, pension consulting, and selection of other advisors. Michael's firm manages approximately $11.5 billion in assets.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
11/17/2020 - Present
Summit Financial, LLC (DOYLESTOWN PA)
Active
Inactive
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