Financial Advisor, Principal Securities Registered Representative
Current
Nov 2023 - Present
AeroLeads people directory · profile
Michael A. Rivera Email & Phone Number
I help you retire when you desire. Financial Advisor, Principal Securities Registered Representative.
at
Trinity Wealth Partners
2 work emails found
@metlife.com
1 phone found area 212
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
I help you retire when you desire. Financial Advisor, Principal Securities Registered Representative.
Location
Charleston, South Carolina, United States
Who is Michael A. Rivera? Overview
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Quick answer
Michael A. Rivera is listed as I help you retire when you desire. Financial Advisor, Principal Securities Registered Representative. at Trinity Wealth Partners, based in Charleston, South Carolina, United States. AeroLeads shows a work email signal at metlife.com, phone signal with area code 212, and a matched LinkedIn profile for Michael A. Rivera.
Michael A. Rivera previously worked as Financial Advisor, Principal Securities Registered Representative at Trinity Wealth Partners and Financial Advisor, Principal Securities Registered Representative at Principal Financial Group. Michael A. Rivera holds Bachelor Of Science (Bs), Business Administration, With Honors from Claflin University.
Company email context
Email format at Trinity Wealth Partners
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{first_initial}{last}@metlife.com
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AeroLeads found 2 current-domain work email signals for Michael A. Rivera. Compare company email patterns before reaching out.
Profile bio
About Michael A. Rivera
Michael's top priority is helping his clients understand their financial picture.Michael specializes in helping individuals and business owners with financial and retirement planning, investments, retirement funding strategies, and protection needs. Specifically serving those who are approaching retirement and have a need for a retirement assets plan. He strives to provide his clients with a financial strategy, and with ongoing education to navigate the steps needed to work toward their financial goals.A graduate of Claflin University with a degree in Business Administration, Michael also holds an associate degree from Orangeburg-Calhoun Technical College. He is Series 7 and 66 securities registered and is licensed for life, health, and variable insurance.Michael and his girlfriend of 10 years Crystal reside in James Island. When not helping his clients, you can find Michael exploring the vast nature in the Charleston and Lowcountry areas, especially riding the waves at Folly Beach. 3443163-032024 Securities and advisory products offered through Principal Securities, Inc., Member SIPC, Des Moines, IA 50392. Michael Rivera, Principal Securities Registered Representative, Financial Advisor
Listed skills include Life Insurance, Retirement Analysis Software, Retirement Planning Strategies, Sales, and 16 others.
Current workplace
Michael A. Rivera's current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Michael A. Rivera work experience
A career timeline built from the work history available for this profile.
Financial Advisor, Principal Securities Registered Representative
CurrentHelp clients achieve their financial goals with investing, holistic financial planning, retirement planning, financial account reviews, wealth accumulation strategies, disability, and life insurance.Securities and advisory products offered through Principal Securities, Inc., Member SIPC, Des Moines, IA 50392. Michael Rivera, Principal Securities Registered Representative, Financial AdvisorMichael Rivera is not licensed in all states to offer securities and insurance products. This site is not asolicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Aug 2023 - Present
Financial Planner, Registered Representative
Develop customized financial plans for clients.
Jun 2023 - Jul 2023
Financial Advisor, Principal Securities Registered Representative
Help clients achieve their financial goals with investing, holistic financial planning, retirement planning, financial account reviews, wealth accumulation strategies, disability, and life insurance.Securities and advisory products offered through Principal Securities, Inc., Member SIPC, Des Moines, IA 50392. Michael Rivera, Principal Securities Registered Representative, Financial AdvisorMichael Rivera is not licensed in all states to offer securities and insurance products. This site is not asolicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.
Jul 2019 - Mar 2023
Managing Partner & Cfo
R&R Furniture Llc
Managing Partner & CFO of a Family Owned Furniture and Household items retail store. I oversaw every financial aspect and daily operations of the business.
Jul 2021 - Dec 2022
Founder
As Founder & Chief Life Planner at True Life Planners. I helped people to negotiate transparently, interview effortlessly, and experience total clarity & confidence in their life plan. Areas that I assisted in:-Interviewing- skills & preparation -Negotiation- skills & preparation-Life Planning- comprehensive program
Apr 2020 - Dec 2020
Financial Professional, Registered Representative
Develop customized financial solutions for clients. Specializes in helping clients meet their protection and wealth needs through a variety of insurance and retirement products.
Apr 2018 - Jul 2019
Assistant Manager
Christian Community Thrift
Manage daily operational functions of a Charitable Non-Profit retail business that include but are not limited to delegating tasks to other employees and volunteers, providing sales service, customer service, cashier operations, establishing layaway's, and arranging deliveries.
Oct 2017 - Sep 2018
Financial Specialist
Applewood Benefits Specialist
Generate leads and new business. Write new Fixed Annuities and Life, Accident, and Health Insurance cases. Provide group benefits for State agencies and local businesses.
May 2017 - Oct 2017
Assistant Manager
Christian Community Thrift
Manage daily operational functions of a Charitable Non-Profit retail business that include but are not limited to delegating tasks to other employees and volunteers, providing sales service, customer service, cashier operations, establishing layaway's, and arranging deliveries.
Jul 2016 - Aug 2017
Life Insurance Advisor
Dufresne & Associates Financial Resources
Head of the Life Insurance Division. Associate in financial/retirement planning strategies and analysis software. Prepared documents and analysis presentations consisting of Life Insurance, Annuities, IRA, Pension, and Social Security benefits information for meetings with clients.
May 2015 - May 2016
Assistant Manager
Christian Community Thrift
Manage daily operational functions of a Charitable Non-Profit retail business that include but are not limited to delegating tasks to other employees and volunteers, providing sales service, customer service, cashier operations, establishing layaway's, and arranging deliveries.
Jun 2013 - May 2015
2 education records
Michael A. Rivera education
Bachelor Of Science (Bs), Business Administration, With Honors
Claflin University
Associate’S Of Arts, University Transfer
Orangeburg-Calhoun Technical College
FAQ
Frequently asked questions about Michael A. Rivera
Quick answers generated from the profile data available on this page.
What company does Michael A. Rivera work for?
Michael A. Rivera works for Trinity Wealth Partners.
What is Michael A. Rivera's role at Trinity Wealth Partners?
Michael A. Rivera is listed as I help you retire when you desire. Financial Advisor, Principal Securities Registered Representative. at Trinity Wealth Partners.
What is Michael A. Rivera's email address?
AeroLeads has found 2 work email signals at @metlife.com for Michael A. Rivera at Trinity Wealth Partners.
What is Michael A. Rivera's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Michael A. Rivera at Trinity Wealth Partners.
Where is Michael A. Rivera based?
Michael A. Rivera is based in Charleston, South Carolina, United States while working with Trinity Wealth Partners.
What companies has Michael A. Rivera worked for?
Michael A. Rivera has worked for Trinity Wealth Partners, Principal Financial Group, Prudential Financial, R&R Furniture Llc, and True Life Planners.
How can I contact Michael A. Rivera?
You can use AeroLeads to view verified contact signals for Michael A. Rivera at Trinity Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Michael A. Rivera attend?
Michael A. Rivera holds Bachelor Of Science (Bs), Business Administration, With Honors from Claflin University.
What skills is Michael A. Rivera known for?
Michael A. Rivera is listed with skills including Life Insurance, Retirement Analysis Software, Retirement Planning Strategies, Sales, Microsoft Office, Life Insurance Illustrations, Managerial Responsibilities, and Leadership Roles.
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