Since 2019, Michael Sullum has been working in Aegis Consulting Group based 55, 55. This person is a well-qualified Private Wealth Advisor with over five years of work experience. According to Michael's resume and work profile, the professional has worked at more than five places with diverse backgrounds and got various skills. Michael attended school at the University of Delaware from 1996 to 2000. This professional has professional certification in Crpc® (Chartered Retirement Planning Counselor). Michael Sullum can be found in Pompano Beach, Florida – where this professional is currently located. You can search for this expert's contacts. We can also provide you with detailed contact information upon request.
Name variants:
Mikael Sullum,
Mychael Sullum,
Mike Sullum,
Mikey Sullum,
Mick Sullum,
Mickey Sullum,
Micky Sullum,
Michl Sullum,
Mischa Sullum
Last updated Jun 01, 2024
Contact Information
Last Update
Jul 10, 2022
Email
mi**@lfg.com, ms**@joinlfn.com
Location
Pompano Beach, FL
Company
Workplace
Colleagues
Work History
Private Wealth Advisor
1 Independent Dr SUITE 2901, Jacksonville, FL 32202
Michael Sullum is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/deale...
from Jan 2019
Financial Advisor
200 Park Ave, New York, NY 10016
As a financial advisor at MetLife, Michael’s main goal was to help his clients feel comfortable and confident that he was always looking out for their best interest. He was known throughout ...
Feb 2006 — Oct 2008
Financial Planner
2005 Market St FLOOR 34, Philadelphia, PA 19103
Michael and his team at Lincoln Financial Advisors employ a disciplined, structured approach to developing a financial plan that meets all of their client’s unique needs, goals and objective...
from Oct 2008
Manager and Proprietary Trader
During his time at E Trade, Michael was selected as one of the only proprietary traders in his region to teach others how to effectively trade securities. This level of trading took strict d...
Apr 2002 — Nov 2003
Proprietary Trader
Michael began his investment career with domestic securities as a proprietary trader. In less than 2 years he was recruited to a larger firm with greater opportunities.
Dec 2000 — Apr 2002
Education
1996 — 2000
1992 — 1996
Occupations
Advisor
Representative
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Recognition
Sales Representative
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Alternative Investments
Estate Planning
Financial Advisory
Fixed Annuities
Insurance
Retirement Planning
Financial Planning
Portfolio Management
Investments
Finance
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Strategic Financial Planning
Financial Analysis
Disability Insurance
Wealth
Long Term Care Insurance
Management
Retirement
Series 7