Unclaimed
Michael Manzano Malicay is a financial professional with over 20 years of experience in the industry. Michael is currently registered with Equitable Advisors, LLC and has been with the firm since 2003. Michael is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Michael specializes in working with individuals, businesses, charitable organizations, and pension and profit-sharing plans. Michael's focus is on financial planning, portfolio management, 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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2
IL
09/08/2023 - Present
Equitable Advisors, LLC (OAK BROOK IL)
MN
10/23/2002 - 11/21/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/23/2002 - 11/21/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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