Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Herlihy is an investment advisor representative at RMC Investment Advisors. Michael has been in the industry since August 1998 and is registered with the state of Connecticut, having passed the Series 66 Uniform Combined State Law Examination. Michael is also registered in Texas, having passed the Series 7 General Securities Representative Examination, Series 8 General Securities Sales Supervisor Examination and the Uniform Combined State Law Examination. Michael has previous experience with Advest, Inc. where he worked from 1998 to 1999. Michael is a member of Kingston Real Estate Partners, LLC and Downstream Properties LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
06/27/2018 - Present
RMC Investment Advisors (WEST HARTFORD CT)
CT
08/27/1998 - 10/29/1999
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 09/11/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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