Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Holt is a registered Investment Advisor Representative in New Jersey. Michael is associated with Beacon Trust. Michael has been working in the financial services industry since January 2002. Michael has a Series 2 license. Michael is a Certified Financial Planner. Beacon Trust has offices in Morristown, NJ. Beacon Trust provides financial planning, portfolio management for individuals, and consulting to their clients.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
NJ
09/09/2015 - Present
Beacon Trust (MORRISTOWN NJ)
BC
Issued 11/25/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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