Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Truett McIntyre is a financial advisor at B. Riley Wealth Advisors, Inc., with over 25 years of experience in the financial industry. Michael has been registered with the state of Illinois since 1997, and holds a Series 6, 7, 26, 63 and 65 license. Michael has also held previous positions at National Securities Corporation, U.S. Bancorp Investments, Inc., Fifth Third Securities, Inc., and PFS Investments Inc. Michael's primary area of expertise is financial planning, and he specializes in working with high-net-worth individuals and families.
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
IL
08/24/2017 - Present
B. Riley Wealth Advisors, Inc. (OAKBROOK TERRACE IL)
IL
07/12/2017 - 07/22/2022
NATIONAL SECURITIES CORPORATION (OAKBROOK TERRACE IL)
IL
02/01/2012 - 04/25/2017
U.S. BANCORP INVESTMENTS, INC. (DOWNERS GROVE IL)
IL
03/10/2010 - 01/27/2012
FIFTH THIRD SECURITIES, INC. (WHEATON IL)
IL
02/24/1997 - 02/17/2010
PFS INVESTMENTS INC. (LOMBARD IL)
IA
Issued 02/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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