Michael S. Bitton

PACIFIC SELECT DISTRIBUTORS

Newport Beach, CA 92660

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CRD#: 2991634

Professional summary

Michael Stefan Bitton, CFP®, CIMA®, CPWA®, who also goes by Michael Stefan Bitton, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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Aliases

Michael Stefan Bitton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Stefan Bitton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

CPWA^®

Certified Private Wealth Advisor

Start date: 2021-10-06

Expire date: 2024-05-31

Experience

Current

March 29, 2018 - Present

PACIFIC SELECT DISTRIBUTORS, LLC

Office #1: 700 Newport Center Drive, Newport Beach, CA 92660

CRD#: 4452

Newport Beach, CA

Past

March 6, 2017 - April 9, 2018

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300

CHARLOTTE, NC

Past

December 11, 2004 - March 6, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

CHARLOTTE, NC

Past

April 11, 2002 - December 11, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

Past

September 10, 1999 - July 12, 2000

SANFORD C. BERNSTEIN & CO., INC.

CRD#: 1232

NEW YORK, NY

Past

January 30, 1998 - May 10, 1999

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

BALTIMORE, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

North Carolina
(4/9/2018)

Exams

State Security Law Exam

Series 63

Date: 4/1/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/29/1998

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452 / SEC#: , 8-15264

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Mailing Address

700 Newport Center Drive, Newport Beach, CA 92660-6397

Phone number

(949) 219-6579

Established

Delaware since 01/01/2015

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PACIFIC LIFE INSURANCE COMPANY	PARENT OF APPLICANT
DARE, BARBARA ALYCE	VICE PRESIDENT	5074108
KISSEL, GEOFFREY P	CHIEF EXECUTIVE OFFICER	7499710
LA ROQUE, SUZANNE MARIE	ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	4222767
SMITH, TREVOR TIMOTHY	VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER	4844953
YAMAUCHI, STARLA CHIN	VICE PRESIDENT, CORPORATE SECRETARY	7721024

Red Flags

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Advisor Monitoring

Firm Stability Insights

Michael S. Bitton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Stefan Bitton's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHTHOUSE SECURITIES, LLC

METLIFE INVESTORS DISTRIBUTION COMPANY

METLIFE INVESTORS DISTRIBUTION COMPANY

SANFORD C. BERNSTEIN & CO., INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/1/1998

SIE

Date: 10/1/2018

Series 7

Date: 2/1/1999

Series 6

Date: 1/29/1998

FINRA

Current Firm

PACIFIC SELECT DISTRIBUTORS, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

PACIFIC SELECT DISTRIBUTORS, LLC

TRUST BUT VERIFY

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