Unclaimed
Michael Kiley is a financial advisor at Spire Wealth Management, LLC. Michael has been working in the financial industry for over 40 years, and has experience in a variety of financial services, including investment advice, insurance and retirement planning. Michael provides a range of services to individuals, corporations, charitable organizations, and high-net-worth individuals. Michael also has experience with Chamberlain Consulting Group, LP, and Girard Securities, Inc. Michael holds the Series 7, Series 63, Series 24, and Series 27 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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
CA
01/01/2025 - Present
Spire Wealth Management, LLC (Irvine CA)
CA
04/01/2005 - 10/15/2012
GIRARD SECURITIES, INC. (IRVINE CA)
PA
05/27/1999 - 04/09/2005
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
MA
03/05/1993 - 12/31/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
06/04/1992 - 08/24/1999
CANTERBURY CAPITAL SERVICES, INC. (NEWPORT BEACH CA)
CA
09/30/1988 - 05/04/1993
KFM SECURITIES, INC. (SAN DIEGO CA)
NA
09/23/1986 - 09/07/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
03/20/1985 - 08/21/1986
VALUE EQUITIES CORPORATION
NA
03/21/1983 - 03/12/1985
WESTLAKE SECURITIES, INC.
NA
07/19/1982 - 04/13/1983
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/07/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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