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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 Conway is a financial advisor with over 23 years of experience in the industry. Michael has worked with Grove Point Advisors, LLC since 2021. Michael holds the Series 63, Series 66, and Series 7 licenses and the Series 24 principal exam. Michael provides financial planning, pension consulting, and educational seminars to individual clients, as well as portfolio management for businesses and individuals. Michael has a strong track record of helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CA
04/01/2021 - Present
Grove Point Advisors, LLC (Huntington Beach CA)
CA
02/02/1999 - 12/31/2023
DIVERSIFIED SECURITIES, INCORPORATED (Seal BEACH CA)
MA
01/04/1999 - 04/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 09/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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