Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mittman is a financial advisor with Sanctuary Advisors, LLC. Michael has been in the financial industry since 1999 and has experience with a variety of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Michael has a broad range of certifications and licenses, including Series 6, 7, 31, 63 and 66. Michael currently serves as a Board Member for GEAR, a Detroit based charity that provides equipment and resources for Detroit Public School sports programs.
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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2
CO
09/09/2022 - Present
Sanctuary Advisors, LLC (LITTLETON CO)
CA
06/20/2008 - 09/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
12/14/2001 - 07/02/2008
CITIGROUP GLOBAL MARKETS INC. (IRVINE CA)
NY
11/17/1999 - 12/17/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
08/18/1998 - 03/23/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 08/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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