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Professional: As a Financial Consultant with Equitable Advisors, Mike is committed to helping his clients work toward their financial goals by assisting them with strategies for asset accumulation, preservation, and transfer. Mike and his team offer customized investment plans and comprehensive wealth management services for individuals, families, and businesses.
Qualifications: Mike has been involved in the financial services industry for over 28 years and spent the entirety of his career with Equitable Advisors. He holds Series 6, 7, 24, 63 and 65 securities licenses. Mike’s professional accomplishments include induction into Equitable’s Hall of Fame in 2006, and being the recipient of the Superior Achievement, Veteran’s Service, and Distinguished Service Awards. Additionally, he achieved the Order of Excalibur in 2018, which is one of Equitable’s most prestigious awards.
Personal: Mike graduated from University of St. Francis and is a lifelong resident of Joliet. He is married to Kelly with four children: Zachary, Alec, Megan, and Mia.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.