Michael TooleCRD Number: 6012997
Current Firm: Securian Financial Services, Inc.
Michael Toole (CRD# 6012997) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Warwick, RI and has over 3 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
First Financial Advisory Services Inc.
|Securian Financial Services, Inc.||St Paul, MN||Jul 2013 - Current||3|
|Minnesota Life Insurance Company||St Paul, MN||Jul 2013 - Current||3|
|Pioneer Financial Group||Warwick, RI||Jul 2013 - Current||3|
|Northeastern University||Boston, MA||Sep 2008 - May 2013||4|
|Northeastern University Women's Basketball||Boston, MA||Jan 2013 - Mar 2013||< 1|
|Pioneer Investments Management||Boston, MA||Jan 2012 - Aug 2012||< 1|
|John Hancock Funds||Boston, MA||Jan 2011 - Jul 2011||< 1|
|The Hartford Financial Services||Boston, MA||Jan 2010 - Jul 2010||< 1|
|Dartmouth Youth Athletic Association||Dartmouth, MA||May 2003 - Aug 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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