Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jeffrey Rea is a registered representative with Equitable Advisors, LLC. Michael has been in the industry since 2007 and is currently registered with the states of California, Colorado, Delaware, Florida, Georgia, Illinois, Louisiana, Michigan, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, Texas, Utah, Virginia, and Washington. Michael has passed the Series 66, Series 7, and the SIE exams. Michael's registrations are active in both Broker-Dealer and Investment Advisor capacities. Michael's firm specializes in providing financial planning services to high net worth individuals, corporations, and other businesses. Michael's firm offers a variety of financial planning services, including portfolio management, investment advice, and retirement planning.
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.
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.
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NY
10/08/2019 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
BOTH
Issued 06/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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