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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Robert Chechel is a financial advisor with EP Wealth Advisors and has been in the industry for over 25 years. Michael has experience in providing financial planning, portfolio management, and retirement plan advisory services. Michael is registered to provide investment advisory services in multiple states including California, Florida, Michigan, New York, and Texas.
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.
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.
Retirement plan advisory services & tax preparation services
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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CA
01/21/2025 - Present
EP Wealth Advisors (TORRANCE CA)
MI
06/01/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
02/12/2009 - 06/05/2017
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
05/25/2007 - 02/12/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BRIGHTON MI)
MI
03/15/2002 - 06/22/2007
FIFTH THIRD SECURITIES, INC. (BRIGHTON MI)
OH
03/22/2001 - 03/12/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NY
03/10/1998 - 04/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/08/1997 - 01/23/1998
THE J.B. SUTTON GROUP, LLC (MELVILLE NY)
IA
Issued 03/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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