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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Adams is a registered investment advisor representative with Equity Services, Inc. Michael has been in the financial industry since 2021. Michael has passed the Series 66, Series 24, Series 26, Series 7TO, and SIE exams. Michael is licensed in Pennsylvania. Equity Services, Inc. is an investment advisory firm with approximately $2,124,751,345 in assets under management. The firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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
02/04/2025 - Present
Equity Services, Inc. (MONTPELIER VT)
BOTH
Issued 07/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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