Unclaimed
Michael Conley has been in the financial industry since 1986. Michael is a registered representative of MML Investors Services, LLC and is a Registered Investment Advisor in the state of New York. Michael is a Chartered Financial Consultant and is registered with the Financial Industry Regulatory Authority (FINRA). Michael has previously been registered with NYLIFE Securities LLC, HORNOR, TOWNSEND & KENT, INC., LPL FINANCIAL LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Michael has experience in providing investment advice to individuals, corporations, trusts, and other entities.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
10/24/2017 - 11/20/2018
NYLIFE SECURITIES LLC (FAIRPORT NY)
NY
06/05/2014 - 08/31/2017
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
NY
09/06/2013 - 06/06/2014
LPL FINANCIAL LLC (ROCHESTER NY)
NY
12/22/1987 - 04/30/2013
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
07/10/1985 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
BC
Issued 01/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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