Unclaimed
Michael Jerome Visina is a financial professional with over 25 years of experience in the industry. Michael is currently registered as a Registered Representative with Equitable Advisors, LLC and is associated with their Oklahoma City branch office. Michael has been with Equitable Advisors, LLC since March 2014. Michael also previously worked for PRUCO SECURITIES, LLC. and Northwestern Mutual Investment Services, LLC. Michael's experience is supported by his licenses and certifications. Michael holds the Series 6, 7, 26, 63, and 65 securities licenses. Michael is also a licensed insurance agent in Arizona, Colorado, Florida, Oklahoma, and Texas. Michael has a strong background in financial planning, portfolio management, and pension consulting. Michael's experience and expertise make him a valuable resource for individuals and families seeking financial guidance.
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.
1
2
OK
12/23/2014 - Present
Equitable Advisors, LLC (OKLAHOMA CITY OK)
OK
11/21/2001 - 03/28/2014
PRUCO SECURITIES, LLC. (OKLAHOMA CITY OK)
WI
06/17/1997 - 10/30/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 05/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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