Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Guertin is a financial advisor who has been in the industry since 2009. Michael is currently registered with Equity Services, Inc., a firm that provides financial services to individuals, families, and businesses. Michael has also been registered with several other firms in the past, including Sagepoint Financial, Inc., Securian Financial Services, Inc., and Park Avenue Securities LLC. Michael has experience in providing a variety of financial services, including financial planning, investment management, and insurance sales.
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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NJ
09/04/2024 - Present
Equity Services, Inc. (RED BANK NJ)
RI
08/02/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CRANSTON RI)
MA
11/18/2021 - 08/19/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
MA
12/11/2017 - 12/08/2021
PARK AVENUE SECURITIES LLC (MIDDLEBORO MA)
RI
03/25/2017 - 12/19/2017
MML INVESTORS SERVICES, LLC (EAST PROVIDENCE RI)
RI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
08/08/2011 - 01/02/2015
NEW ENGLAND SECURITIES (EAST PROVIDENCE RI)
CT
11/18/2009 - 07/07/2011
MORGAN STANLEY SMITH BARNEY (MYSTIC CT)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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