Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Aloi is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Summit Financial, LLC. Previously, Michael was affiliated with Summit Equities, Inc. Michael has a series 7 and series 66 license and is a Certified Financial Planner. Michael's areas of expertise include financial planning, portfolio management, and retirement planning. Michael is committed to providing clients with personalized financial advice and guidance.
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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2
CT
09/16/2019 - Present
Summit Financial, LLC (STRATFORD CT)
CT
05/12/1999 - 09/19/2018
SUMMIT EQUITIES, INC. (FAIRFIELD CT)
BOTH
Issued 06/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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