Michael I Guertin

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  East Providence, RI
• 07/2016 → 12/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 12/2017
  Mml Investors Services, Llc
  East Providence, RI
• 12/2017 → 08/2020
  Park Avenue Securities
  Providence, RI
• 12/2017 → 08/2020
  Guardian Life Insurance Company
  Providence, RI
• 08/2020 → 11/2021
  Guardian Life Insurance
  Middleboro, MA
• 08/2020 → 11/2021
  Park Avenue Securities
  Middleboro, MA
• 11/2021 → 08/2022
  Securian Advisors Of New England
  Braintree, MA
• 11/2021 → 08/2022
  Securian Financial Services
  Saint Paul, MN
• 11/2021 → 08/2022
  Minnesota Life Insurance Company
  Saint Paul, MN
• 08/2022 → 09/2024
  Sagepoint Financial
  Braintree, MA
• 09/2023 → 09/2024
  Osaic Wealth, Inc.
  Cranston, RI
• 08/2024 → Present
  Integrated Financial Concepts Llc / National Life Ins Co
  Red Bank, NJ
• 09/2024 → Present
  Equity Services, Inc.
  Montpelier, VT

Previous Registrations

• 2023-09-01 → 2024-09-06
  Osaic Wealth, Inc.
  Needham Heights, MA
• 2022-08-02 → 2023-09-01
  Osaic Services, Inc.
  Braintree, MA
  Cranston, RI
• 2021-11-22 → 2022-08-19
  Securian Financial Services, Inc.
  Braintree, MA
• 2017-12-11 → 2021-12-08
  Park Avenue Securities Llc
  Cranston, RI
  Middleboro, MA
• 2011-08-09 → 2018-01-25
  Mariner
  Overland Park,, KS
• 2017-03-25 → 2017-12-19
  Mml Investors Services, Llc
  East Providence, RI
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  East Providence, RI
• 2011-08-08 → 2015-01-02
  New England Securities
  East Providence, RI
• 2009-12-24 → 2011-07-07
  Morgan Stanley
  Mystic, CT

Other Businesses

*INTEGRATED FINANCIAL CONCEPTS LLC. 200 SCHULZ DR, SUITE 125, RED BANK NJ. INV REL. OCT 2021. INS SALES. AGENT. I AM A BROKER AGENT FROM A NL AGENCY FOR FIXED INS PRODUCTS. DURING TRADE HRS. *MICHAEL GUERTIN - CO TRUSTEE. 351 NEW LONDON AVE, UNIT 301, WARWICK RI. NOT INV REL. OCT 2017. CO-TRUSTEE FOR MOTHER RITA T. GUERTIN REVOCABLE TRUST. IN BACK UP POSITION TO OLDER SISTER WHO IS THE CO-TRUSTEE AND POA. NOT DURING TRADE HRS. *FINANCIAL FITNESS, 3 WHITE OAK COURT, COVENTRY, RI 02816,08/15/2025,ONGOING,FOUNDER/AGENT,INSURANCE,MARKETING NAME,DURING TRD/HRS, INV REL,1%. *COMPETITIVE EDGE FINANCIAL. 3 WHITE OAK COURT, COVENTRY, RI. INV REL. MAY 2026. MARKETING NAME USED FOR JOINT WORK WITH ANOTHER REP ALONG WITH FINANCIAL FITNESS OBA. AGENT/TEAM MEMBER. FIXED INS SALES/SERVICE. DURING TRADE HRS.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-17