Unclaimed
Michael Kohl is an Investment Advisor Representative with Steward Partners Investment Advisory, LLC. Michael has been in the industry for over 10 years and has a Series 7, Series 66, and SIE license. Michael is registered in several states and has extensive experience in financial planning, portfolio management, and pension consulting. Michael has also been involved with administrative duties at Steward Partners Global Advisory LLC and Steward Partners Investment Advisory LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
08/29/2017 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
07/24/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
10/08/2012 - 10/07/2015
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 2/1/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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