Unclaimed
Michael Christopher Roberson is a financial advisor with Voya Financial Advisors, Inc. Michael has been working in the financial industry since 2009. He has worked for multiple financial firms during his career, including First Investors Corporation and BMO Harris Financial Advisors, Inc. Michael currently holds Series 6 and Series 63 licenses as well as the SIE exam. Michael is registered in Illinois and specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors to clients.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/19/2021 - Present
Voya Financial Advisors, Inc. (LISLE IL)
IL
09/28/2011 - 03/04/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
02/08/2008 - 05/16/2011
FIRST INVESTORS CORPORATION (LOMBARD IL)
BC
Issued 02/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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