Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pomerantz is a financial advisor with United Planners' Financial Services Of America A Limited Partner. Michael has been in the financial services industry since 1996. Michael has a variety of experience and has worked with multiple firms including Prudential Securities Incorporated and First Colonial Securities Group, Inc. Michael is registered in multiple states. Michael specializes in providing financial planning, pension consulting and portfolio management for individuals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
08/30/2002 - Present
United Planners' Financial Services OF America A Limited Partner (CHERRY HILL NJ)
NY
02/27/2001 - 08/30/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
10/22/1998 - 03/02/2001
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NE
08/07/1996 - 11/17/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 10/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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