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Michael Anderson

Wealth Management Rep

Mr. Anderson is primarily responsible for forming retirement plan solutions, servicing retirement plans and managing privately managed money accounts. He holds Series 6,7,24 and 66 securities licenses, as well as a life and health insurance producers’ license in California, Iowa, and Florida. Mr. Anderson holds the Accredited Investment Fiduciary® (AIF®) professional designation. He has more than 30 years in retirement plan administration, securities management, brokerage, and corporate finance.

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Please feel free to call our main office location in NJ at 212.257.5240, or be sure to check out our contact page for more specifics on our branches throughout the United States. 

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