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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael O'Shurak is a financial advisor at Grove Point Advisors, LLC. Michael has been in the financial services industry since 1992. Michael holds Series 6 and 63 securities licenses and the SIE exam. Michael has been registered with FINRA and the state of Pennsylvania. Michael has experience in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Michael also provides portfolio management services for individuals and businesses. Michael has experience working with clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael's current firm, Grove Point Advisors, LLC, has a strong focus on providing financial advisory services to a diverse clientele.
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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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
PA
03/24/1993 - 12/31/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (BUTLER PA)
IN
03/24/1993 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
09/03/1991 - 10/08/1992
CALVERT SECURITIES CORPORATION (BETHESDA MD)
BC
Issued 09/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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