Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Thomas is a financial advisor who has been working in the financial industry since 1991. Michael is registered with Equitable Advisors, LLC and is licensed to provide financial advice in numerous states. Michael is dedicated to providing personalized financial guidance to individuals, families, and businesses. Michael has a strong track record of success in helping clients 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.
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
CT
10/12/2010 - Present
Equitable Advisors, LLC (WESTPORT CT)
NY
01/25/2002 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/20/2002 - 12/31/2002
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
03/30/1995 - 01/16/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
DE
11/06/1991 - 03/31/1995
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 08/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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