Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Cona is a financial advisor with over 22 years of experience in the financial services industry. Michael is currently registered with Hightower Advisors, LLC in Marlton, New Jersey and has been with the firm since March 2017. Prior to that, Michael was a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated from June 2007 to March 2017. Michael has a Series 66 license, a Series 57TO license, a SIE license, a Series 55 license, and a Series 7 license. He is registered to provide investment advice in 12 states. Michael specializes in working with individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NJ
03/13/2017 - Present
Hightower Advisors, LLC (Marlton NJ)
NJ
06/14/2007 - 03/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
PA
05/15/2000 - 11/22/2005
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
BOTH
Issued 07/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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