Unclaimed
Michael Anthony Bukowski is an investment advisor representative registered in Pennsylvania. Michael has been in the financial services industry since 2005 and has worked at several firms including Merrill Lynch and Morgan Stanley. Michael currently works at Main Street Financial Solutions, LLC, where he provides financial planning and portfolio management services. Michael is a Certified Financial Planner and holds Series 7, 31 and 66 licenses. Michael has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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
PA
03/06/2020 - Present
Main Street Financial Solutions, LLC (NEWTOWN PA)
NJ
10/08/2010 - 06/16/2016
H. BECK, INC. (HAMILTON SQUARE NJ)
NJ
09/30/2006 - 10/12/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
NY
10/14/2005 - 02/08/2006
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
10/11/2005 - 02/07/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 12/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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