Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sullum is a financial advisor at Commonwealth Financial Network. Michael has been in the financial services industry since 2003. Michael is a licensed advisor in Florida and Idaho. Michael is also a registered representative with FINRA. Michael's previous employers include Lincoln Financial Advisors Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, Genesis Securities, LLC, E*TRADE Professional Trading, LLC, Momentum Securities, L.L.C., Domestic Securities, Inc., and All-Tech Direct, Inc. Michael's areas of specialization include fixed insurance sales, securities, advisory, and insurance business. Michael is also a co-owner of several real estate holding companies. Michael provides a range of financial planning services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
ID
06/18/2024 - Present
Commonwealth Financial Network (Tetonia ID)
FL
10/17/2008 - 03/01/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (BOYNTON BEACH FL)
FL
03/20/2006 - 10/20/2008
METLIFE SECURITIES INC. (BOCA RATON FL)
FL
03/20/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOCA RATON FL)
NY
05/09/2005 - 02/09/2006
GENESIS SECURITIES, LLC (NEW YORK NY)
NY
03/31/2003 - 11/07/2003
E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)
NY
04/11/2002 - 08/01/2002
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
NJ
04/02/2001 - 04/05/2002
DOMESTIC SECURITIES, INC. (MONTVALE NJ)
NJ
12/13/2000 - 04/02/2001
ALL-TECH DIRECT, INC. (MONTVALE NJ)
BC
Issued 11/29/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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