Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Newman has been a registered investment advisor since 1991. Michael is a Chartered Financial Consultant and has experience in the financial services industry with several firms, including Equity Services, Inc., Lincoln Financial Advisors Corporation, Cigna Financial Advisors, Inc., Guardian Investor Services Corporation, Royal Alliance Associates, Inc., and Capital Analysts, Incorporated. Michael currently works at Ellis Investment Partners, LLC. His specialization areas include fixed income, mutual funds, variable annuities, life insurance, and long-term care insurance. Michael is registered as an investment advisor in Pennsylvania.
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.
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.
Consulting services
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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2
PA
03/27/2012 - Present
Ellis Investment Partners, LLC (BERWYN PA)
PA
02/20/2002 - 12/31/2008
EQUITY SERVICES, INC. (BERWYN PA)
IN
06/01/1998 - 02/07/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/09/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
07/21/1993 - 02/02/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
AZ
04/22/1992 - 11/03/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
OH
01/28/1992 - 04/22/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NJ
05/29/1991 - 08/30/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 05/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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