Michael Honold (CRD# 4190011) is an Investment Advisor Representative working at Advice And Planning Services in Roseland, NJ and has over 23 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5241462
Ubs Financial Services Inc.
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa | Roseland, NJ | Sep 2015 - Current | 8 |
Tiaa-cref Individual & Institutional Services, LLC | Roseland, NJ | Sep 2015 - Current | 8 |
Lincoln Financial Securities Corporation | Parsippany, NJ | Oct 2014 - Sep 2015 | < 1 |
American Financial Network | Parsippany, NJ | Oct 2014 - Sep 2015 | < 1 |
Cotgreave Insurance Agency, Inc. | Ronkonkoma, NY | Oct 2011 - Jun 2015 | 3 |
Eagle Strategies LLC | Sussex, NJ | Aug 2009 - Oct 2014 | 5 |
Nyl Securities LLC | Saddle Brook, NJ | Jul 2009 - Oct 2014 | 5 |
New York Life Insurance Company | Saddle Brook, NJ | Jun 2009 - Oct 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2000 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- NJ
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Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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