Unclaimed
Michael Anthony Rufo is a financial advisor with Equitable Advisors, LLC. Michael is based in Akron, Ohio and has been working in the financial services industry since 1983. Michael holds licenses for both broker-dealer and investment advisor activities. Michael is a Series 6, 7, 24, 26, 63 and 65 licensed professional. Michael is registered in Florida, Georgia, New York, Ohio, Pennsylvania and South Carolina. Michael offers financial planning and investment management services. In addition to being registered with Equitable Advisors, LLC, Michael has held previous registrations with The Equitable Life Assurance Society of the United States.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
OH
01/24/2003 - Present
Equitable Advisors, LLC (AKRON OH)
NY
08/15/1983 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/09/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Rufo is the right advisor for you? Invested Better is here to help.