Unclaimed
Michael Lariviere is a financial advisor with Essex Financial Services, Inc. Michael has been in the industry since July 18, 2000. Michael is registered to provide investment advice in Connecticut and Florida. Michael is also licensed in a number of other states. Essex Financial Services provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and charitable organizations. Michael's expertise includes investment planning, retirement planning, and estate planning. Michael is a Certified Financial Planner.
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.
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
CT
08/08/2013 - Present
Essex Financial Services, Inc. (ESSEX CT)
CT
08/08/2013 - 06/01/2021
ESSEX FINANCIAL SERVICES, INC. (ESSEX CT)
CT
06/13/2005 - 08/06/2013
FIDELITY BROKERAGE SERVICES LLC (NEW HAVEN CT)
RI
07/17/2000 - 06/28/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 09/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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