Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Stuart Hillgen-santa is an investment advisor representative associated with Grove Point Advisors, LLC. Michael has over 15 years of experience in the financial services industry. Michael holds Series 3, 7, 31, and 66 licenses as well as the SIE exam. Michael is registered in Connecticut, Massachusetts, New Jersey, New York, Oregon, and Virginia. Michael is currently licensed with Grove Point Advisors, LLC and previously held licenses with The Investment Center, Inc. and Morgan Stanley & Co. Incorporated.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
CT
02/25/2009 - 04/13/2010
THE INVESTMENT CENTER, INC. (STRATFORD CT)
CT
04/05/2007 - 02/26/2009
MORGAN STANLEY & CO. INCORPORATED (FAIRFIELD CT)
BOTH
Issued 04/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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