Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Donnelly is a financial advisor with Equity Services, Inc. Michael has over 37 years of experience in the financial services industry. Michael is registered in 12 states and holds Series 6, Series 63, and Series 65 licenses. Michael is committed to providing his clients with personalized financial advice and services. Michael specializes in providing financial planning, portfolio management, and pension consulting services. Michael has a special interest in working with individuals, families, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
10/19/2006 - Present
Equity Services, Inc. (COLCHESTER VT)
NJ
07/03/1985 - 06/23/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 03/05/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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