Unclaimed
Michael Jancosek is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Foreside Fund Services, LLC. Michael is a Series 7, Series 6, Series 24, and Series 63 licensed professional. Michael has previously held positions at William Blair, Bisys Fund Services Limited Partnership, Concord Financial Group, Inc., First NBD Investment Services, Inc., Forth Financial Securities, Corporation, Marketing One Securities, Inc., NML Equity Services, Inc., and Robert W. Baird & Co. Incorporated.
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.
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.
1
2
MA
03/25/2021 - Present
Foreside Fund Services, LLC (Boston MA)
IL
09/08/1999 - 01/08/2020
WILLIAM BLAIR (CHICAGO IL)
ME
03/03/1997 - 09/21/1999
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
MD
05/02/1996 - 05/02/1997
CONCORD FINANCIAL GROUP, INC. (BETHESDA MD)
IL
07/14/1994 - 05/28/1996
FIRST NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
VA
11/13/1990 - 02/17/1995
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
OR
12/01/1988 - 09/28/1990
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
WI
05/12/1987 - 01/04/1989
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
05/12/1987 - 12/06/1988
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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