Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Kasula is a financial advisor with over 18 years of experience in the financial services industry. Michael is currently registered with Osaic Wealth, Inc. Michael previously worked with Woodbury Financial Services, Inc., The Leaders Group, Inc., Pruco Securities, LLC., Hartford Equity Sales Company Inc., P.J. Robb Variable Corporation, Underwriters Equity Corporation, and Signator Investors, Inc. Michael is licensed to provide investment advice in 13 states. Michael holds Series 6, Series 63, and SIE licenses. Michael specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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IL
01/19/2024 - Present
Osaic Wealth, Inc. (Warrenville IL)
IL
07/15/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ARLINGTON HEIGHTS IL)
CO
04/04/2014 - 07/15/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
01/03/2013 - 04/07/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
11/07/2008 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
TN
01/08/2008 - 07/31/2008
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
IL
02/08/2007 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (OAKBROOK TERRACE IL)
IN
06/30/2005 - 11/01/2006
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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