Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Yu Shieh is a financial professional with experience in the financial services industry. Michael is currently registered with Equitable Advisors, LLC. Previously, Michael was affiliated with Cetera Investment Services LLC, SagePoint Financial, Inc., and AXA Advisors, LLC. Michael has been in the industry since 2014. Michael holds the Series 66, Series 7, and SIE licenses. Michael's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
CA
11/29/2023 - Present
Equitable Advisors, LLC (IRVINE CA)
CA
08/16/2018 - 11/29/2023
CETERA INVESTMENT SERVICES LLC (WESTMINSTER CA)
CA
04/23/2018 - 08/17/2018
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
CA
12/11/2014 - 06/05/2015
AXA ADVISORS, LLC (IRVINE CA)
BOTH
Issued 05/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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