Unclaimed
Michael Joseph Franchella has been active in the financial services industry for over 22 years. Michael is currently registered as an investment advisor representative and a registered representative with Equitable Advisors, LLC. Michael is also licensed in 22 states. Michael is committed to providing clients with comprehensive financial advice and guidance, with the goal of helping them achieve their financial goals. Michael works with clients of all types, including high-net-worth individuals, families, businesses, and retirement plans.
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
MA
10/25/2019 - Present
Equitable Advisors, LLC (WELLESLEY MA)
TX
10/20/2006 - 09/20/2010
AMERICAN FUNDS DISTRIBUTORS, INC. (SAN ANTONIO TX)
MA
01/01/2002 - 08/24/2006
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
08/24/2000 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
IA
Issued 01/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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