Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Megill is a financial advisor with Summit Financial, LLC. Michael has been working in the financial services industry since 1987 and has experience in providing financial advice to individuals, families, and businesses. He has a broad range of experience in helping clients with their financial planning, investment management, and retirement planning needs. Michael is committed to providing his clients with personalized service and helping them achieve their financial goals. Michael is registered with FINRA and the state of New Jersey.
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.
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
NJ
01/03/2019 - Present
Summit Financial, LLC (RED BANK NJ)
NJ
04/08/2014 - 09/19/2018
SUMMIT EQUITIES, INC. (RED BANK NJ)
NJ
10/29/1992 - 04/08/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SHREWSBURY NJ)
WI
10/29/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
07/15/1987 - 09/30/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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