Unclaimed
Michael Riley is a financial professional with over 30 years of experience in the industry. Michael is a registered representative with Mutual Trust Asset Management, Inc. and has a broad range of experience, including financial planning, portfolio management, and investment advisory services. Michael's experience includes time with Metlife Securities Inc. and Metropolitan Life Insurance Company. Michael holds licenses including Series 6, Series 7 and Series 66, and earned the designations of Certified Financial Planner and Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate & financial planning
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.
Financial planning & advisory
1
2
FL
12/11/2024 - Present
Mutual Trust Asset Mgmt., Inc. (Ocala FL)
MA
04/16/1993 - 06/16/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/16/1993 - 06/16/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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