Unclaimed
Michael Granica is a financial advisor with Next Financial Group, Inc. Michael has been in the financial industry since 2010. Michael holds the Series 6, Series 7, Series 63, and Series 66 licenses. Michael also has experience in financial planning, pension consulting, educational seminars, and selection of other advisors. Michael's clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael also provides portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
NY
02/10/2021 - Present
Next Financial Group, Inc. (WILLIAMSVILLE NY)
NY
02/15/2018 - 06/25/2020
NATIONWIDE SECURITIES, LLC (WILLIAMSVILLE NY)
NY
08/19/2014 - 01/03/2018
MML INVESTORS SERVICES, LLC (AMHERST NY)
NY
06/25/2010 - 08/07/2014
NATIONWIDE SECURITIES, LLC (WILLIAMSVILLE NY)
BOTH
Issued 03/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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