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Michael W. Bessler

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CRD#: 5737291
MB

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 Warren Bessler, who also goes by Michael W. Bessler, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2010. Michael had worked at 6 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael W. Bessler

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 6, 2013 - December 9, 2013

SUMMIT EQUITIES, INC.

RIA
CRD#: 11039
PARSIPPANY, NJ
Past

September 3, 2013 - December 9, 2013

SUMMIT FINANCIAL RESOURCES INC

RIA
CRD#: 104990
PARSIPPANY, NJ
Past

August 29, 2013 - December 9, 2013

SUMMIT EQUITIES, INC.

BD
CRD#: 11039
PARSIPPANY, NJ
Past

February 3, 2012 - April 29, 2013

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
WESTWOOD, NJ
Past

January 24, 2012 - April 29, 2013

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
WESTWOOD, NJ
Past

March 17, 2011 - November 22, 2011

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
ALBANY, NY
Past

February 9, 2011 - November 22, 2011

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
ALBANY, NY
Past

July 21, 2010 - December 23, 2010

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
SARATOGA SPRINGS, NY
Past

June 21, 2010 - December 23, 2010

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
SARATOGA SPRINGS, NY
Past

February 12, 2010 - May 6, 2010

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
CLIFTON PARK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/30/2010
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


SE
SUMMIT EQUITIES, INC.
ARMENTI PLANNING CO. | THE PRIVATE CLIENT GROUP LLC | THE IOLA FINANCIAL GROUP | THE FAMILY WEALTH INSTITUTE | THE ESSEX GROUP | TANISTRY WEALTH MANAGEMENT | SUMMIT EQUITIES, INC. | SUMMIT EQUITIES INC | SPARTAN FINANCIAL GROUP LLC | REX GLOBAL WEALTH MANAGEMENT | PHARMAEXECUTIVE WEALTH ADVISERS | NOLAN WEALTH MANAGEMENT LLC | NATIONAL WEALTH ADVISORS | LEROY WEALTH MANAGEMENT GROUP | INTEGRATED WEALTH MANAGEMENT | HF ADVISORS | GOLDENTHAL & SUSS FINANCIAL SERVICES INC. | FINANCIAL PRODUCTS, INC. | FAMILY WEALTH PLANNING | EXECUTIVE WEALTH PLANNING GROUP | CONWAY WEALTH GROUP LLC

CRD#: 11039 / SEC#: 801-39162, 8-27556

BD
Terminated by SEC on 01/28/2019
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Contact information


Main Address
4 Campus Dr, Parsippany, NJ 07054-0413
Mailing Address
Phone number
Established
New Jersey since 02/22/1982
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
WEISS, CRAIG BARRYCHIEF COMPLIANCE OFFICER2354195

Disclosures


Regulatory Event3
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SUMMIT EQUITIES, INC.

CRD#: 11039

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