Unclaimed
Michael Wolf is a financial professional with over 30 years of experience in the industry. Michael is currently registered with Equitable Advisors, LLC and has been with the firm since June 2005. Prior to that, Michael worked for MONY Securities Corporation and The Mutual Life Insurance Company of New York. Michael has a strong background in investments and financial planning. Michael offers a variety of financial services to clients, including investment advice, financial planning, and retirement planning. Michael is committed to providing clients with personalized financial guidance and helping 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.
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.
1
2
TX
06/01/2005 - Present
Equitable Advisors, LLC (BEAUMONT TX)
NY
09/22/1988 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
09/22/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 09/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Wolf is the right advisor for you? Invested Better is here to help.