Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Resnick is a financial advisor with over 13 years of experience in the industry. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael is registered as an investment advisor representative with Alera Investment Advisors, LLC and as a Registered Representative with Triad Advisors, LLC. Michael provides investment management, financial planning, and retirement planning services to individuals, corporations, and pension and profit-sharing 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.
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2
IL
11/04/2017 - Present
Alera Investment Advisors, LLC (DEERFIELD IL)
IL
11/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Deerfield IL)
IL
08/30/2011 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (Deerfield IL)
IL
01/17/2011 - 08/17/2011
DRO-WST TRADING, LLC (CHICAGO IL)
BOTH
Issued 09/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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