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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Michalak is a financial advisor at Equitable Advisors, LLC with over 47 years of experience in the financial services industry. Robert is registered with the state of Illinois as a Broker and an Investment Advisor Representative. Robert is also a registered representative with FINRA and has passed the Series 63, 65, 7, 1 and SIE exams. Robert's previous experience includes working for The Equitable Life Assurance Society of the United States in New York, NY. In addition to Robert's financial planning experience, Robert holds designations as a Direct Participation Program Representative, Investment Company Products/Variable Contracts Representative, and Registered Representative. Robert is committed to providing clients with personalized financial advice that meets their unique needs.
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
11/12/1999 - Present
Equitable Advisors, LLC (DEERFIELD IL)
NY
03/12/1975 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1975
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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