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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Most is a financial advisor with Savvy. Michael is registered as an Investment Advisor Representative in Florida and Texas. Michael has been a financial advisor for over 30 years, and has worked with a number of firms including LPL Financial, Ameriprise Financial Services, IDS Life Insurance Company, EQ Financial Consultants, and The Equitable Life Assurance Society of the United States. Michael specializes in providing financial planning services, educational seminars, and publication of periodicals for a variety of clients, including corporations, individuals, charitable organizations, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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NY
08/24/2023 - Present
Savvy (NEW YORK NY)
FL
11/16/2012 - 09/22/2023
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
NY
10/18/1996 - 11/19/2012
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
MN
10/18/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/01/1996 - 10/25/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/01/1996 - 10/25/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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