Unclaimed
Michael Hudzik is a financial advisor with over 20 years of experience. Michael is currently registered with Raymond James & Associates, Inc. in Novi, Michigan. Michael has experience working with insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Michael has also been affiliated with firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., LASALLE FINANCIAL SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC, SUNAMERICA SECURITIES, INC., ABN AMRO FINANCIAL SERVICES, INC., and DEAN WITTER REYNOLDS INC.
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.
Please see note in schedule d - miscellaneous
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.
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2
MI
09/06/2019 - Present
Raymond James & Associates, Inc. (NOVI MI)
MI
10/23/2009 - 09/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRANKLIN MI)
MI
05/05/2005 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (FARMINGTON HILLS MI)
NE
10/13/2004 - 05/16/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NE
03/24/2003 - 10/12/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
AZ
12/17/2002 - 04/08/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
06/23/2000 - 11/26/2002
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
12/18/1998 - 06/01/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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