Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Pollakowski is a financial professional with over 35 years of experience in the financial services industry. Michael is currently registered with GWN Securities Inc. based in PALM BEACH GARDENS, FL. Michael has previously been associated with LINCOLN INVESTMENT PLANNING, INC., METROPOLITAN LIFE INSURANCE COMPANY, METLIFE SECURITIES INC., UR FINANCIAL, INC., and FIRST INVESTORS CORPORATION.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
09/30/2009 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MO
02/16/1995 - 04/03/2008
LINCOLN INVESTMENT PLANNING, INC. (KANSAS CITY MO)
NY
05/02/1990 - 02/22/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
04/25/1990 - 02/22/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
03/17/1988 - 04/25/1990
UR FINANCIAL, INC.
NJ
04/20/1983 - 03/03/1988
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 05/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/1989
Series 24 - General Securities Principal Examination
BC
Issued 09/26/1984
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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