Michael Bei

  • Financial Services Representative
  • Registered Representative

About Michael

As a Financial Services Representative, Michael helps his clients with their protection and investment needs. Whether that’s providing education and guidance with determining the right amount of insurance and helping them select the best solutions for their situation or helping them invest and save for their future, he acts as a resource helping them build sound financial strategies to put them in the best position to attain their financial goals.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make.”

Qualifications

  • Michael has over 15 years in the hedge fund industry where he was a Vice President of trading for a quantitative hedge fund
  • Licensed to sell Life, Accident, and Health Insurance
  • Holds the Series 7 and 63 Securities Licenses

Personal

  • Graduated from St. Johns University with a degree in finance in 1999
  • Currently resides in Glen Ridge, NJ with his wife Tara and their daughter Noelle
  • In his spare time, he enjoys playing golf and eventually would like to invest in a Harley Davidson

 

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ.

Check the background of this investment professional on FINRA’s BrokerCheck