Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Rourke is an investment advisor representative with USI Securities, Inc. based in Glastonbury, CT. Michael has been in the financial services industry since February 1987. Prior to joining USI Securities, Inc., Michael worked at The Leaders Group, Inc. and Essex Financial Services, Inc. Michael holds the Series 6, 7, 24, 26, 52, 53, 62, 63, 65, 82TO, 99TO, and SIE licenses. Michael is registered with the state of Connecticut.
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.
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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.
Bundled consulting and advisory fees
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2
CT
05/17/2024 - Present
USI Securities, Inc. (GLASTONBURY CT)
CT
06/02/2021 - 12/31/2022
THE LEADERS GROUP, INC. (Essex CT)
CT
09/22/2003 - 08/03/2021
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
FL
12/04/1996 - 12/12/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
AZ
03/03/1994 - 08/13/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
08/12/1992 - 03/09/1994
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
NJ
09/05/1986 - 07/21/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 10/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 04/03/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/17/2024
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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