Unclaimed
Michael Sigmon is a financial advisor with Summit Financial Partners, Inc. Michael is based in Glen Allen, Virginia and has been in the financial services industry since 2012. Michael holds the Series 6 license, and is a Certified Financial Planner. Michael's experience includes working for NYLIFE SECURITIES LLC from 2012 to 2014. Michael also holds a Series 6 license.
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.
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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VA
08/19/2019 - Present
Summit Financial Partners, Inc. (GLEN ALLEN VA)
VA
12/08/2012 - 06/20/2014
NYLIFE SECURITIES LLC (GLEN ALLEN VA)
BC
Issued 12/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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