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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 B. Torpey is a financial advisor currently registered with Wealthpenn.comllc. Michael has been in the financial services industry since 2001. Prior to joining Wealthpenn.comllc, Michael was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., UBS Financial Services Inc., and Vanguard Marketing Corporation. Michael holds the Series 6, 7, 63, and 66 licenses and the SIE exam. Michael specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars. Michael also manages portfolios for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
09/02/2014 - Present
Wealthpenn.comllc (Northfield NJ)
NJ
11/03/2008 - 08/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EGG HARBOR TOWNSHIP NJ)
NJ
11/15/2007 - 11/17/2008
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NJ
06/30/2005 - 11/21/2007
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
PA
03/21/2001 - 04/26/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 7/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 3/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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