Unclaimed
Michael Anthony Stefano is a financial professional with over 30 years of experience in the financial services industry. Michael is currently a registered representative with Horace Mann Investors, Inc. where Michael has been with the firm since 2013. Prior to that, Michael was employed by ING Financial Partners, Inc., Lincoln Financial Distributors, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Tower Square Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Sun Investment Services Company. Michael holds the Series 6, 7, 26, 66, and SIE licenses and is registered in Connecticut and Massachusetts. Michael is a specialist in insurance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Percentage of assets under third party investment management
1
2
CT
05/28/2013 - Present
Horace Mann Investors, Inc. (Rocky Hill CT)
IN
06/14/2011 - 09/17/2012
ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)
CT
05/01/2007 - 10/29/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CT
06/08/2005 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
06/08/2005 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
PA
04/11/2003 - 05/17/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CA
10/21/2002 - 05/08/2003
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
11/04/1997 - 05/11/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/04/1997 - 05/11/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
01/01/1997 - 09/05/1997
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
10/23/1986 - 12/31/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BOTH
Issued 01/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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