Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bernhardt Chayes is a financial advisor with Equitable Advisors, LLC. Michael has been in the financial services industry since 1963 and has a wealth of experience. Michael has registrations in several states, including California, Illinois, New Jersey, New York, and Texas. He also holds several industry designations. Michael is committed to providing his clients with personalized financial advice and guidance to help them reach 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.
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.
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2
CA
01/01/2025 - Present
Equitable Advisors, LLC (IRVINE CA)
CA
07/11/2001 - 10/03/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/08/1999 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
CA
05/02/1963 - 01/06/1999
QUINCY CASS ASSOCIATES, INCORPORATED (LOS ANGELES CA)
IA
Issued 12/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1961
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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