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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 Hepner is a financial advisor currently registered with AE Wealth Management, LLC. Michael has been working in the financial industry for over 10 years, with prior experience at Questar Capital Corporation and Signator Investors, Inc.. Michael is a Certified Financial Planner and holds licenses including Series 63, 65, 7 and SIE. Michael primarily specializes in financial planning and portfolio management for individuals, businesses, and pension plans. Michael also provides educational seminars and services for selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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NJ
01/08/2018 - Present
AE Wealth Management, LLC (Fort Lee NJ)
NY
09/08/2014 - 08/03/2015
QUESTAR CAPITAL CORPORATION (ROSLYN HEIGHTS NY)
NY
08/03/2012 - 09/02/2014
SIGNATOR INVESTORS, INC. (JERICHO NY)
BC
Issued 06/14/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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