Unclaimed
Michael Flynn is a financial advisor with over 30 years of experience. Michael is currently registered with NFP Retirement Inc. as an Investment Advisor Representative. Michael also holds a Series 6, Series 63, and Series 65 licenses. Michael is also a licensed insurance agent. Michael is committed to providing comprehensive financial planning services to individuals, families, and businesses. Michael specializes in retirement planning, 401(k) plans, and 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.
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.
Research reports on 401(k) plans / diligence on investment lineups
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
CA
12/13/2023 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
MI
10/21/2014 - 02/01/2019
SIGMA FINANCIAL CORPORATION (Troy MI)
MI
01/02/1998 - 10/24/2014
NFP ADVISOR SERVICES, LLC (TROY MI)
MI
04/30/1996 - 12/31/1997
HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)
OH
12/16/1993 - 05/28/1996
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
08/05/1992 - 12/16/1993
MANEQUITY, INC. (BOSTON MA)
NJ
06/25/1990 - 08/26/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/25/1990 - 08/26/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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