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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Harrison Eglow is an Investment Advisor Representative at Cerity Partners LLC, a firm that provides financial planning, portfolio management for businesses and individuals, pension consulting, and other advisory services. Michael has been in the industry since 2017 and has experience with a variety of financial services firms, including The Colony Group, LLC, Cantella & Company Inc., and Commonwealth Financial Network. Michael holds a Series 65 license and is registered with the state of Massachusetts. Michael has experience working with a variety of client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other 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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
02/05/2025 - Present
Cerity Partners LLC (NEW YORK NY)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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