Michael Moran, financial advisor Orange CT
93 score

Michael Moran

CRD Number: 4628550
Current Firm: Securian Financial Services, Inc.

Michael Moran (CRD# 4628550) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Orange, CT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Mdz Wealth Management LLC Orange, CT Nov 2015 - Current 1
Securian Financial Services Inc. St. Paul, MN Jan 2003 - Current 13
Minnesota Life St. Paul, MN Jan 2003 - Current 13
Mtm Financial Group Orange, CT Jan 2003 - Nov 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Michael A. Moran
Phone Number: 651-665-5609
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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