Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kielbasa is a financial professional with over 18 years of experience in the financial services industry. Michael is currently registered with Equitable Advisors, LLC and holds licenses in several states including Arizona, Florida, Georgia, Missouri, New York, North Carolina, Pennsylvania, and Texas. Michael focuses on providing comprehensive financial planning and investment management services to individuals, families, and businesses. He is also a Registered Investment Advisor and provides advisory services to clients in these states.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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NY
11/16/2021 - Present
Equitable Advisors, LLC (WILLIAMSVILLE NY)
IA
Issued 04/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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