Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Michael Miciak is a financial advisor with Commonwealth Financial Network, a registered investment advisor headquartered in Waltham, Massachusetts. Jack has been working in the financial industry since May 1998 and is registered with the Securities and Exchange Commission (SEC) as well as the state of Florida. Jack is also registered as an Investment Advisor Representative (IAR) in Florida. Jack holds Series 6, 7, 63 and 65 licenses, and the Securities Industry Essentials (SIE) exam. Jack provides a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/19/2024 - Present
Commonwealth Financial Network (Bonita Springs FL)
FL
01/03/2001 - 06/14/2024
SECURITIES AMERICA, INC. (Estero FL)
TX
08/11/1998 - 01/12/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NE
05/18/1998 - 08/10/1998
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 11/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jack Miciak is the right advisor for you? Invested Better is here to help.
