Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Moskal is a financial advisor with Oneseven, a firm headquartered in Beachwood, Ohio. Michael has been in the financial services industry since 1990 and holds a variety of licenses and certifications, including Series 63, 65, 66, 24, and 51. Michael has experience working with a variety of clients, including individuals, corporations, and charitable organizations.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
09/22/2022 - Present
Oneseven (BEACHWOOD OH)
OH
12/01/1992 - 02/03/1995
TEMPO SECURITIES CORPORATION (CLEVELAND OH)
GA
11/13/1990 - 12/01/1992
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 09/22/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/16/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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