Michael Sullum, Crpc® Email & Phone Number
@aegisconsults.com
5 phones found area 954 and 704
LinkedIn matched
Who is Michael Sullum, Crpc®? Overview
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Michael Sullum, Crpc® is listed as Partner and Private Wealth Advisor at Aegis Consulting Group, LLC, a company with 35 employees, based in Boynton Beach, Florida, United States. AeroLeads shows a work email signal at aegisconsults.com, phone signal with area code 954, 704, and a matched LinkedIn profile for Michael Sullum, Crpc®.
Michael Sullum, Crpc® previously worked as Partner / Private Wealth Advisor at Aegis Consulting Group, Llc and Financial Planner at Lincoln Financial Advisors. Michael Sullum, Crpc® holds Bachelor Of Science, Business Administration from University Of Delaware.
Email format at Aegis Consulting Group, LLC
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AeroLeads found 1 current-domain work email signal for Michael Sullum, Crpc®. Compare company email patterns before reaching out.
About Michael Sullum, Crpc®
Michael’s more than 20 years of experience in the securities industry ranges from working as a top proprietary trader with E*TRADE Financial to private wealth management. Michael and his team employ a disciplined, structured approach to developing a comprehensive financial plan that meets their client’s unique needs, goals, and objectives. Through our open architecture platform, we have access to some of the highest caliber investment strategies as well as a full range of best of breed products available in the industry today.Michael holds the FINRA Series 7, 65, 63, and 55 securities registrations along with his life, health, and annuity license. He holds and maintains the CRPC® (Chartered Retirement Planning CounselorSM) designation and has achieved President’s Club status as recognition for his high level of production.Originally from Scranton, PA Michael moved on to graduate from the University of Delaware. He then worked outside of Manhattan as a proprietary trader before his move to Boynton Beach, FL. Michael, his wife Jennifer, and their children Carson and Sarah are avid fishermen who love the outdoors, hiking, swimming, snorkeling, traveling, and spending time with their family. They love the summers out West and plan on spending an increasing amount of time in a second home outside of Jacksonhole, Wyoming.Securities and advisory services offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Aegis Consulting 4600 Touchton Road E Building 200, Suite 150 Jacksonville, FL 32246 904-650-2121. This communication is strictly intended for individuals residing in the states of CO, CT, DE, FL, GA, KS, MA, NC, NY, PA, SC, TX, VA, and VT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Listed skills include Investments, Insurance, Series 7, Wealth Management, and 18 others.
Michael Sullum, Crpc®'s current company
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Michael Sullum, Crpc® work experience
A career timeline built from the work history available for this profile.
Partner / Private Wealth Advisor
CurrentMichael has more than 20 years of experience in the securities industry. He works with professionals, business owners, and retirees on how to effectively grow and protect their wealth. His clients reside across the country, as working with his clientele virtually has become extremely efficient. Michael is deeply focused on catering to each of his clients’.
Financial Planner
Michael’s more than 20 years of experience in the securities industry ranges from working as a top proprietary trader with E*TRADE Financial to private wealth management. Michael and his team employ a disciplined, structured approach to developing a comprehensive financial plan that meets all their client’s unique needs, goals, and objectives. Through our.
Financial Advisor
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 his agency for sourcing some of the most competitively priced life insurance products across all of the top carriers for his clients. During his time there Michael.
Manager & 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 discipline and patience, two virtues that Michael employed well. Michael parted ways with the firm when he decided that he wanted a future that encompassed more.
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.
Colleagues at Aegis Consulting Group, LLC
Other employees you can reach at aegisconsults.com. View company contacts for 35 employees →
Kevin Dearth
Colleague at Aegis Consulting Group, LlcSolon, Ohio, United States, United States
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Alexander Harrison
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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Michael Cirino, Clu, Chfc,Cbec
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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Taylor Lloyd
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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RC
Roberto Cruz
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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PS
Paul Solorzano
Colleague at Aegis Consulting Group, LlcSan Francisco, California, United States, United States
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NS
Nathan Sabattini
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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MO
Mark Osickey
Colleague at Aegis Consulting Group, LlcSolon, Ohio, United States, United States
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RK
Rebecca Kauffman, Cfp® , Crpc
Colleague at Aegis Consulting Group, LlcOrlando, Florida, United States, United States
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JN
James Neel
Colleague at Aegis Consulting Group, LlcSaint Johns, Florida, United States, United States
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Michael Sullum, Crpc® education
Bachelor Of Science, Business Administration
High School
Frequently asked questions about Michael Sullum, Crpc®
Quick answers generated from the profile data available on this page.
What company does Michael Sullum, Crpc® work for?
Michael Sullum, Crpc® works for Aegis Consulting Group, LLC.
What is Michael Sullum, Crpc®'s role at Aegis Consulting Group, LLC?
Michael Sullum, Crpc® is listed as Partner and Private Wealth Advisor at Aegis Consulting Group, LLC.
What is Michael Sullum, Crpc®'s email address?
AeroLeads has found 1 work email signal at @aegisconsults.com for Michael Sullum, Crpc® at Aegis Consulting Group, LLC.
What is Michael Sullum, Crpc®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 954, 704 for Michael Sullum, Crpc® at Aegis Consulting Group, LLC.
Where is Michael Sullum, Crpc® based?
Michael Sullum, Crpc® is based in Boynton Beach, Florida, United States while working with Aegis Consulting Group, LLC.
What companies has Michael Sullum, Crpc® worked for?
Michael Sullum, Crpc® has worked for Aegis Consulting Group, Llc, Lincoln Financial Advisors, Metlife, E*Trade Professional, and Domestic Securities.
Who are Michael Sullum, Crpc®'s colleagues at Aegis Consulting Group, LLC?
Michael Sullum, Crpc®'s colleagues at Aegis Consulting Group, LLC include Kevin Dearth, Alexander Harrison, Michael Cirino, Clu, Chfc,Cbec, Taylor Lloyd, and Roberto Cruz.
How can I contact Michael Sullum, Crpc®?
You can use AeroLeads to view verified contact signals for Michael Sullum, Crpc® at Aegis Consulting Group, LLC, including work email, phone, and LinkedIn data when available.
What schools did Michael Sullum, Crpc® attend?
Michael Sullum, Crpc® holds Bachelor Of Science, Business Administration from University Of Delaware.
What skills is Michael Sullum, Crpc® known for?
Michael Sullum, Crpc® is listed with skills including Investments, Insurance, Series 7, Wealth Management, Strategic Financial Planning, Life Insurance, Fixed Annuities, and Wealth.
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