Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Takacs is a financial professional with over a decade of experience in the industry. Michael is a Registered Representative with Clarendon Insurance Agency, Inc., a firm based in Waltham, MA. He is also a Series 26 licensed Principal. Prior to joining Clarendon Insurance Agency, Inc., Michael was employed by Sun Life Financial Distributors, Inc. in Wellesley Hills, MA. Michael's professional experience includes a variety of financial services, including investment company products and variable contracts.
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.
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.
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MA
08/22/2014 - Present
Clarendon Insurance Agency, Inc. (WALTHAM MA)
MA
10/15/2007 - 08/15/2012
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 11/12/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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