Financial Advisor | Investment Advisor Representative
Michael started his career at Barnum Financial Group as a Client Service Associate for the SKG Team. Wanting to help others reach their financial goals, he became licensed to sell life, accident and health insurance as well as aquire his series 7 and 66 securities licenses. Now as an Investment Advisor Representative, he acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity.
Michael is also a Transition Solutions Specialist* within Barnum Financial Group. Aiming to expand financial wellness, the firm formed an alliance with MetLife’s award-winning financial programs. When employees experience a change in their group life insurance benefits, Michael helps them with the important, time-sensitive decisions they have to make about their life insurance coverage. In addition, he provides informed guidance to employees regarding health insurance coverage and retirement planning solutions. He currently resides in Roslyn Heights, NY.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.