Michael Tormey Email & Phone Number
Certified Financial Planner @ Affinity Investment Services
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Michael Tormey Location
- United States
Michael Tormey Work
- 2023 -now Financial Advisor @
- 2023 -now Certified Financial Planner @
- 2022 -2023 Financial Advisor at Raymond James Financial Services @
- 2022 -2023 Vice President, Financial Advisor Lakeland Bank, Raymond James FS @
- 2016 -2022 Senior Vice President - Financial Advisor @ Santander Investment Services
- 2012 -2016 Financial Advisor, Park Avenue Securities, Financial Representative. @
- 2007 -2012 Financial Consultant @
- 1996 -2007 Repurchase Agreement Institutional Broker @ Tradition N.A.
- 1994 -1996 Repurchase Agreement Institutional Broker @ Patriot Securities
- 1993 -1994 Repurchase Agreement Institutional Broker @ RJ Kross Securities
- 1990 -1993 Co-owner @ BMB Fasteners, Inc.
- 1985 -1990 VP Repo trading @
- 1983 -1985 Government Trading Operations @ Prudential Bache Securities
- 1977 -1983 Part-time Supervisor @
Michael Tormey Education
- Fairleigh Dickinson University
BS (Management, Finance)
1981-1983 - St. Mary High School (Rutherford) 1973-1977
Michael Tormey Skills
- Strategic Financial Planning
- Portfolio Management
- Retirement Planning
- Estate Planning
- Life Insurance
- Disability Insurance
- Long-term Care
- Fixed Annuities
- Risk Management
- Investments
- Insurance
- Series 7
- Series 63 + 65
- Variable Annuities
- Group Health and Ancillary Benefits
- Long Term Care
- Real Estate
- Microsoft Word
- Strategic Planning
- 401k
- Services
- Financial Services
- Neck
- Series 63
Michael Tormey Summary
- Michael Tormey, based in United States, is currently a Certified Financial Planner at Affinity Investment Services. Michael Tormey brings experience from previous roles at LPL Financial, Lakeland Bank and Santander Investment Services. Michael Tormey holds a 1981 - 1983 BS in Management, Finance @ Fairleigh Dickinson University. With a robust skill set that includes Strategic Financial Planning, Portfolio Management, Retirement Planning, Estate Planning, Life Insurance and more. Michael Tormey has 3 emails and 1 mobile phone numbers on RocketReach.
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