Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alexander Hess is a financial advisor with over 18 years of experience in the financial services industry. Michael is registered with Park Avenue Securities LLC and Guardian Life Insurance Company. Michael holds several licenses and certifications, including Series 6, 7, 26, 63, and 65. Michael has experience working with individuals, families, and businesses in developing financial plans and providing investment advice. Michael also specializes in providing financial planning, portfolio management, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
04/16/2021 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
NY
12/08/2009 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
CT
05/02/2005 - 09/18/2009
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NY
11/05/1996 - 06/30/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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