Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kon is a financial advisor with Summitry, LLC. Michael has been in the industry since January 2006. Michael is a registered investment advisor in California. Michael holds the Series 7 and Series 87 licenses and is a Chartered Financial Analyst. Michael has experience providing investment advice to individuals, businesses, investment companies, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
10/10/2019 - Present
Summitry, LLC (San Mateo CA)
NY
01/24/2006 - 04/26/2006
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 01/27/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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