Unclaimed
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 registered with Summit Financial, LLC. Michael has over 35 years of experience in the financial services industry. Michael has expertise in a variety of areas including financial planning, portfolio management, and investment advisory services. Michael is committed to providing clients with personalized financial advice and helping them 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.
Helps you choose top advisors aligned with your financial goals.
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
NJ
01/03/2019 - Present
Summit Financial, LLC (Parsippany NJ)
NJ
02/22/1984 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
MA
01/02/1988 - 04/20/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/20/1985 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
09/21/1983 - 03/09/1984
EQUICO SECURITIES, INC.
NA
09/21/1983 - 03/09/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 04/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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