Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Relyea is a registered investment advisor representative with Equity Services, Inc. Michael is a licensed professional with over 20 years of experience in the financial services industry, focused on helping individuals and families achieve their financial goals. He has a wide range of experience in investment management, financial planning, and insurance services. Michael is committed to providing his clients with personalized financial advice and guidance. His previous experience at Goldman Sachs, SEI Investments Distribution Co., and Allstate Insurance Co has equipped him with the knowledge and skills to address the diverse needs of his 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.
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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2
IL
01/26/2022 - Present
Equity Services, Inc. (CHICAGO IL)
IL
10/18/2016 - 01/19/2022
ALLSTATE FINANCIAL SERVICES, LLC (ADDISON IL)
PA
01/05/2015 - 10/06/2016
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
01/06/2010 - 12/09/2014
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
06/01/2009 - 12/15/2009
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
08/30/2006 - 03/25/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
03/09/2001 - 08/29/2006
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IA
Issued 02/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/09/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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