Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Chiarella is a registered investment advisor representative with Equity Services, Inc. Michael has been in the financial services industry since September 11, 2011. Michael has a diverse background in the industry and holds various licenses and certifications. Michael has been registered in New York and Vermont, and is currently active in both states. Michael specializes in providing financial planning and investment advice to individuals, families, and businesses. Michael's experience and expertise in financial planning, investment management, and retirement planning allow Michael to provide customized solutions to meet each client's unique needs.
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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2
VT
10/10/2023 - Present
Equity Services, Inc. (MONTPELIER VT)
NY
05/31/2018 - 05/21/2019
CNR SECURITIES, LLC (NEW YORK NY)
NY
03/26/2013 - 06/12/2018
NYLIFE SECURITIES LLC (NEW YORK NY)
PA
06/27/2011 - 02/06/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
BOTH
Issued 06/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/23/2021
Series 4 - Registered Options Principal Examination
BC
Issued 07/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/21/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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