Unclaimed
Michael Schulitz is a financial advisor with RMC Investment Advisors. Michael has been in the financial services industry since 1991 and is currently registered with the state of Connecticut. Michael has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael is a Certified Financial Planner™ professional. In addition to being a financial advisor, Michael is also an Independent Licensed Insurance Agent. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
02/05/2024 - Present
RMC Investment Advisors (WEST HARTFORD CT)
CT
03/15/2022 - 12/14/2022
AGES FINANCIAL SERVICES, LTD. (Bloomfield CT)
CT
03/15/2021 - 09/23/2021
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
01/05/2018 - 03/17/2021
VOYA INVESTMENTS DISTRIBUTOR, LLC (Windsor CT)
ME
02/20/2012 - 01/08/2018
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CT
05/01/2007 - 05/28/2010
LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)
CT
02/11/2005 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (HARTFORD CT)
CT
02/11/2005 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (HARTFORD CT)
PA
07/15/2002 - 06/30/2004
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
KS
04/17/2000 - 07/08/2002
IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)
MA
02/25/1999 - 04/06/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/25/1999 - 04/06/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
05/16/1994 - 03/13/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
04/09/1991 - 05/18/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/09/1991 - 05/18/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 07/08/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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