Michael M. Metra
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Montevirgen Metra, who also goes by Mike M Metra, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2013. Michael had worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 99 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 5, 2017 - December 12, 2017
SUMMIT WEALTH AND RETIREMENT PARTNERS
July 6, 2016 - May 10, 2017
SUMMIT WEALTH AND RETIREMENT PARTNERS
July 1, 2016 - September 19, 2017
MUTUAL SECURITIES, INC.
February 24, 2015 - July 1, 2016
VSR FINANCIAL SERVICES, INC.
February 24, 2014 - July 1, 2016
VSR FINANCIAL SERVICES, INC.
February 18, 2013 - January 31, 2014
LPL FINANCIAL LLC
Primary Firm SEC Registration
SUMMIT WEALTH AND RETIREMENT PARTNERS
CRD#: 285972 / SEC#: 801-108910
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SUMMIT WEALTH AND RETIREMENT PARTNERS
CRD#: 285972 / SEC#: 801-108910
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 966 |
| AUM (Assets Under Management) | $ 824,768,246 |
Red Flags
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