Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Lay is an investment advisor representative and a financial planner. Michael has worked in the financial services industry for over 15 years. He is registered with EP Wealth Advisors, LLC. and Executive Wealth Management, LLC. and is licensed to provide investment advice in Michigan, California, Colorado, Indiana, and Washington. Michael has experience working with high-net-worth individuals, corporations, and other businesses, as well as charitable organizations and pension and profit-sharing plans. Michael also provides educational seminars and retirement plan advisory services.
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.
Retirement plan advisory services & tax preparation services
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.
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MI
01/02/2025 - Present
EP Wealth Advisors (Brighton MI)
MI
06/01/2017 - 08/01/2023
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
02/12/2009 - 06/07/2017
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
07/31/2007 - 02/13/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BRIGHTON MI)
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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