Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dillaire is a financial advisor at RWA Wealth Partners. Michael has been in the financial services industry since 2016 and has a Series 7, Series 63, and SIE license. Michael is also a Certified Financial Planner. Michael has experience working with high-net-worth individuals, corporations, and charitable organizations. Michael provides a variety of financial services, including financial planning, portfolio management, and estate planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
1
2
MA
02/15/2022 - Present
RWA Wealth Partners (NEWTON MA)
MA
05/14/2018 - 07/07/2021
J.P. MORGAN SECURITIES LLC (Boston MA)
NY
06/02/2016 - 02/27/2018
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
BC
Issued 04/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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