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 Grugan is a financial advisor who has been in the industry since 2002. Michael is currently registered with Equitable Advisors, LLC in Delaware, Florida, New Jersey, Pennsylvania and West Virginia. Michael is also a Registered Representative with FINRA and a Registered Investment Advisor. Prior to joining Equitable Advisors, LLC, Michael worked with MONY SECURITIES CORPORATION. Michael works with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other businesses. Michael's areas of specialization include financial planning, portfolio management, and investment advice.
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
PA
04/13/2018 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
NY
09/05/2002 - 08/16/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 07/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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