Unclaimed
Michael Converse is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc. Michael is also a Registered Investment Advisor (RIA) and holds several designations, including Chartered Financial Consultant. Michael helps clients with financial projections, social security decisions, business planning, and meeting with accountants and attorneys. Michael is committed to providing clients with personalized financial advice to help 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.
Seminars designed to boost your financial literacy and investment knowledge.
Investment recommendation/consulting 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.
1
2
KS
10/18/2007 - Present
Keating Financial Advisory Services (MANHATTAN KS)
IA
Issued 02/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Converse is the right advisor for you? Invested Better is here to help.