Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ian Tievy is a financial advisor with over 35 years of experience in the financial services industry. Michael is currently registered with Kestra Advisory Services, LLC and is a Certified Financial Planner. Michael has experience in providing investment advisory services to individuals, corporations, and institutions. Michael has held previous positions with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Sun Investment Services Company, and Home Life Equity Sales Corp.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
MD
04/21/2016 - Present
Kestra Advisory Services, LLC (ROCKVILLE MD)
MD
02/05/1996 - 11/02/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCKVILLE MD)
IN
04/05/1989 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
02/02/1994 - 12/20/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
04/05/1989 - 01/28/1994
LINCOLN FINANCIAL ADVISORS CORPORATION
NA
07/27/1982 - 05/09/1984
HOME LIFE EQUITY SALES CORP.
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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