Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Guillery is a financial advisor with Lifemark Securities Corp. Michael has been in the financial industry since 1995. Michael has experience working with individuals and has been registered with FINRA since 1997. Michael holds licenses for Securities Industry Essentials Examination, General Securities Representative Examination, Investment Company Products/Variable Contracts Representative Examination, Uniform Securities Agent State Law Examination, and Uniform Investment Adviser Law Examination. Michael is also a Registered Investment Advisor.
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.
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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MI
08/03/2023 - Present
Lifemark Securities Corp. (Livonia MI)
MI
01/09/2018 - 11/02/2020
INTERVEST INTERNATIONAL EQUITIES CORPORATION (Ottawa Lake MI)
CA
07/14/2014 - 01/14/2016
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MO
02/09/2011 - 06/07/2012
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
NY
11/30/2006 - 10/20/2010
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MI
04/13/2001 - 08/29/2006
HORNOR, TOWNSEND & KENT, INC. (AUBURN HILLS MI)
IN
11/09/1999 - 04/05/2001
CONSECO EQUITY SALES, INC. (CARMEL IN)
IN
03/16/1999 - 10/25/1999
CAPITAL SELECT INVESTMENTS CORP. (SULLIVAN IN)
CT
04/07/1997 - 12/14/1998
NORTHSTAR DISTRIBUTORS, INC. (STAMFORD CT)
CT
09/28/1995 - 11/01/1996
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IA
Issued 08/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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