Unclaimed
Michael Kokoskie is a financial advisor with B. Riley Wealth Management. Michael has been in the industry since 2009 and holds the Series 7 and Series 63 licenses. Michael is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to provide investment advice in 36 states.
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.
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.
1
2
FL
07/22/2022 - Present
B. Riley Wealth Management (Miami FL)
FL
12/22/2014 - 07/22/2022
NATIONAL SECURITIES CORPORATION (MIAMI FL)
FL
09/18/2009 - 01/13/2015
IAA FINANCIAL LLC (Boca Raton FL)
FL
04/10/2009 - 10/02/2009
GUNNALLEN FINANCIAL, INC (BOCA RATON FL)
BC
Issued 04/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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