Michael Moran
Financial Advisor @Allied Wealth Partners
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WORK HISTORY
Financial Advisor @Allied Wealth Partners
Hamden, CT, US
Interview clients to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, and life and disability insurance records to develop a financial plan. • Analyze financial information obtained from clients to determine strategies for meeting clients’ financial objectives. • Review clients’ accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment. • Implement financial planning recommendations that include the sale of life and disability insurance, establishment of fee-based brokerage and commission-based brokerage accounts. • Implementation of retirement plans for small business owners. Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. Securities Dealer, Member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. 109 Sanford Street Suite C4 Hamden CT 06514
EDUCATION
University of Rhode Island
B. S. Consumer Affairs
ABOUT MICHAEL MORAN
I can help you: Consolidate your old accounts, answer questions regarding rollovers, transfers, and assist with a current financial position inventory. Organize your financial life, allowing you to stress less, and make better financial decisions. Reduce the financial clutter in your life, letting you enjoy and expand your life possibilities. Build a plan for your money that aligns with your core values and life goals. Reclaim your peace of mind, reducing worry through simple strategies to stay on course. Achieve your goals through personalized comprehensive advice and coaching. Enjoy your life knowing that your plan can adapt to meet many of life’s uncertainties. How I do it differently: I take a collaborative and comprehensive approach to personal financial management, working with you to outline a strategy that reflects you, your family, your business, and your life. How I get paid: My compensation is based on an asset management fee and/or commission service model. I am currently holding a Series 6, 63, 65, and 7 securities registration and I am Life & Health insurance licensed. I maintain the credential of Chartered Mutual Fund Counselor (CMFC) through the College of Financial Planning, Centennial, CO No Obligation Tele-Meeting Request: email: m•••••@alliedwealthpartners.com phone:(20••••••40 ext.
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