Unclaimed
Michael Brian Kopec is a financial advisor with Nylife Securities LLC, a firm that has been in business since 1999. Michael is a Series 7 and Series 66 licensed representative. He has been in the industry since 2004 and has held previous positions at AXA Advisors, LLC, TIAA-CREF Individual & Institutional Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PNC Investments. He is currently registered in both New Jersey and New York.
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
NY
01/28/2019 - Present
Nylife Securities LLC (NEW YORK NY)
NJ
12/18/2017 - 12/11/2018
AXA ADVISORS, LLC (WALL NJ)
NY
08/30/2013 - 09/07/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NJ
04/21/2006 - 07/31/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
11/12/2004 - 04/17/2006
PNC INVESTMENTS (SPRING LAKE HEIGHTS NJ)
NY
02/01/2001 - 11/15/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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