Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sullivan is a registered investment advisor representative with The Estate Planners Group. Michael has been in the industry since 1997 and is registered with the state of New Jersey and Pennsylvania. Michael specializes in financial planning, portfolio management, and insurance products. Michael has a strong track record of helping clients reach their financial goals. Michael is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.
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.
Advice on insurance products
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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NJ
05/10/2004 - Present
THE Estate Planners Group (HAMILTON SQUARE NJ)
NJ
11/05/1997 - 04/23/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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