Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lawrence Storer is a financial advisor at Symmetry Partners in Glastonbury, Connecticut. Michael has been in the financial industry since 1995 and has a wide range of experience in investment management, portfolio construction, and business development. Michael is registered with FINRA and the state of Connecticut. Michael holds the Series 6, Series 7, Series 63, and Series 66 licenses. Michael specializes in working with individuals, businesses, investment companies, and pension and profit-sharing plans.
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.
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.
Sub-advisor
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.
Fee paid for sub-advisor services provided to ria
1
2
CT
11/27/2012 - Present
Symmetry Partners (GLASTONBURY CT)
NE
12/25/2017 - 03/16/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NJ
08/29/2003 - 07/30/2007
NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)
NY
10/05/2000 - 08/13/2003
FAM DISTRIBUTORS, INC. (NEW YORK NY)
MA
02/08/2000 - 08/17/2000
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
NC
03/27/1998 - 11/08/1999
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
04/29/1996 - 12/09/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MA
03/01/1995 - 01/11/1996
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
NA
07/13/1993 - 03/01/1995
COLONIAL INVESTMENT SERVICES
BC
Issued 02/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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