Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rivera is a financial advisor with over 20 years of experience in the industry. Michael is registered with Fidelity Personal and Workplace Advisors, and has a wide range of experience working with individuals, families, and businesses. Prior to joining Fidelity Personal and Workplace Advisors, Michael was employed at MML Investors Services, LLC and MSI Financial Services, Inc.. Michael has a comprehensive understanding of financial planning, investment strategies, and retirement planning. Michael is committed to providing his clients with personalized financial advice that meets their unique needs and 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.
Seminars designed to boost your financial literacy and investment knowledge.
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
RI
09/10/2024 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
03/25/2017 - 01/10/2023
MML INVESTORS SERVICES, LLC (WARWICK RI)
RI
10/27/2009 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
RI
07/01/2005 - 10/20/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
NY
01/10/2002 - 06/27/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/14/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michael Rivera is the right advisor for you? Invested Better is here to help.
