Unclaimed
Michael Reis is a financial advisor with over 18 years of experience in the financial services industry. Michael is currently registered with Horace Mann Investors, Inc. and has previously worked with Ameritas Investment Corp., Park Avenue Securities LLC, Guardian Investor Services LLC, ADP Broker-Dealer, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is licensed to provide investment advice in Illinois and New Jersey and holds the Series 7, Series 63, Series 66 and Series 26 licenses. Michael specializes in providing financial advice to individuals and is dedicated to providing personalized financial guidance and investment strategies to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Percentage of assets under third party investment management
1
2
IL
08/15/2019 - Present
Horace Mann Investors, Inc. (SPRINGFIELD IL)
NE
09/19/2016 - 08/06/2019
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NY
03/31/2015 - 09/02/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/11/2014 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NJ
09/11/2008 - 07/25/2014
ADP BROKER-DEALER, INC. (ROSELAND NJ)
NJ
05/29/2001 - 09/03/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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