Michael Pomerantz
CRD Number: 2766295Current Firm: United Planners' Financial Services Of America A Limited Partner
Michael Pomerantz (CRD# 2766295) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cherry Hill, NJ and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Backal Pomerantz Wealth Management | Cherry Hill, NJ | Jul 2005 - Current | 19 |
| United Planners Financial Services | Scottsdale, AZ | Jul 2002 - Current | 22 |
| Backal Pomerantz Wealth Management | Cherry Hill, NJ | Aug 1997 - Current | 26 |
| Backal Pomerantz Wealth Management | Cherry Hill, NJ | Aug 1997 - Current | 26 |
| Michael Pomerantz | Cherry Hill, NJ | Oct 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- NJ
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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