Michael J Aloi, CFP

Overview

Michael J Aloi is an insurance agent, a registered representative and an investment adviser representative based in CT, with 27 years in the industry.

Years in the industry

27

States licensed

9

States registered

12

Carrier appointments

5

Contact

1 business email and 4 phone numbers on file

Registrations and licenses

• Licensed in 9 states
• Registered in 12 states

• Agent
• Producer
• Series 66
• Series 7
• SIE

6 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Summit Financial, LLCCurrent firm
• Summit FinancialCurrent firm

Employment history since 1999

Carriers

5 active carrier appointments

Book and practice

Firm assets under management on file