Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Partnow is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Independent Financial Group, LLC, and has been with them since July 2021. Prior to this, Michael worked at PERSHING LLC, PERSHING ADVISOR SOLUTIONS LLC, E*TRADE SECURITIES LLC, HARRISDIRECT LLC, and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Michael holds Series 7, 24, 63, 99TO, and SIE licenses. Michael specializes in providing financial planning, pension consulting, and portfolio management services to a variety of clients, including individuals, businesses, 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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/27/2021 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
NJ
03/19/2010 - 05/21/2021
PERSHING LLC (JERSEY CITY NJ)
NJ
07/19/2006 - 03/19/2010
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NJ
01/03/2006 - 07/20/2006
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
03/04/1998 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
NJ
07/14/1997 - 03/04/1998
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 08/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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