About Michael Rivera

Business Philosophy:

"If your goal is to achieve financial freedom, I will help you pursue it. Because financial freedom means different things to different people, I take time to understand what it means to you. No matter what stage of life or financial state you're in, having a financial strategy is an important part of everyone's life. My goal is to give you the appropriate tools to help you understand your financial possibilities." - Mike Rivera

Qualifications / Education:

  • Holds Series 7, 9, 10, 24, and 66 Securities Registration in RI, ME, NY, FL, SC, MD, CT, MA, and NJ.
  • Licensed to sell Life & Health and Long Term Care Insurance in RI, FL, SC, CT, NY and MA.
  • Michael graduated from Gabelli School of Business at Roger Williams University with a Bachelor of Science in Finance.
  • Recipient of the Five Star Wealth Manager Award*.
  • While at MetLife, he qualified for their Leader's Conference in 2010 and 2011.
  • Been in the financial industry for over ten years, previously a Financial Adviser at Merrill Lynch.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.

I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Domiciled in RI.

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