Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Towman is a financial advisor with over 23 years of experience in the financial services industry. Michael is currently registered with Private Advisor Group, LLC in New Jersey and is also registered in California, Florida, North Carolina, and New Jersey as an investment advisor representative. Michael's previous experience includes roles at Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., and UBS Paine Webber Inc.. Michael holds the Series 66, SIE and Series 7 licenses.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
12/19/2023 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NJ
03/07/2011 - 12/15/2023
CITIGROUP GLOBAL MARKETS INC. (Short Hills NJ)
NJ
10/23/2009 - 03/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
06/02/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SUMMIT NJ)
NJ
11/29/2002 - 06/06/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
07/03/2000 - 12/17/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 07/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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