Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Enriquez is an investment advisor representative who has been in the industry since 2004. Michael is currently registered with Principal Securities, Inc. Michael is licensed in 9 states and has passed several industry exams, including the Series 6, 7, 24, 63, 65, and SIE. Michael has experience with a variety of firms, including Kestra Investment Services, LLC, LPL Financial LLC, Signator Investors, Inc., Princor Financial Services Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, and Manequity, Inc.. Michael has a strong background in financial planning and portfolio management for individuals, with a focus on retirement planning. Michael provides financial services to individuals, families, and businesses. Michael is committed to helping clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NH
09/19/2023 - Present
Principal Securities, Inc. (Amherst NH)
MA
05/20/2015 - 04/18/2017
KESTRA INVESTMENT SERVICES, LLC (NORWELL MA)
MA
11/27/2012 - 04/17/2015
LPL FINANCIAL LLC (NEWTON MA)
MA
09/19/2011 - 10/19/2012
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
03/26/2004 - 05/30/2007
PRINCOR FINANCIAL SERVICES CORPORATION (WALTHAM MA)
MA
07/19/2002 - 12/12/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/19/2002 - 12/12/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
02/26/1996 - 12/22/1997
MANEQUITY, INC. (BOSTON MA)
IA
Issued 11/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Enriquez is the right advisor for you? Invested Better is here to help.
