Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kosup is a financial advisor registered with Raymond James & Associates, Inc. in Morristown, New Jersey. Michael has been in the financial services industry since December 24, 2007. Michael is a registered representative and investment advisor representative in New Jersey. Michael has held past registrations with Wells Fargo Clearing Services, LLC, Morgan Stanley, Financial Network Investment Corporation, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael's experience includes working with individuals, families, and businesses. He specializes in providing financial planning, investment management, and retirement planning. Michael also offers educational seminars and other services to help clients achieve their financial goals. Michael holds the Series 7, Series 9, Series 63, and Series 66 licenses.
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.
1
2
NJ
05/26/2022 - Present
Raymond James & Associates, Inc. (MORRISTOWN NJ)
NJ
11/16/2015 - 03/14/2022
WELLS FARGO CLEARING SERVICES, LLC (MORRISTOWN NJ)
NY
04/14/2011 - 10/29/2015
MORGAN STANLEY (NEW YORK NY)
NJ
04/28/2010 - 04/19/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (BRANCHBURG NJ)
NY
01/18/2007 - 08/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
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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