Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kinney is an investment professional with over 20 years of experience in the financial industry. Michael has been registered with the Securities and Exchange Commission (SEC) since 1999 and holds multiple licenses, including Series 7, 63, and 66. Currently, Michael is a registered representative at Invicta Advisors LLC, where he provides financial planning and portfolio management services to individuals, families, and institutions. Previously, Michael has held positions at various firms including CommonGood Securities LLC, Northland Securities, Inc., RBC Capital Markets, LLC, and Charles Schwab & Co., Inc. Michael is committed to providing personalized, comprehensive financial advice to help clients achieve their financial goals.
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.
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.
1
2
PA
10/25/2022 - Present
Invicta Advisors LLC (OAKMONT PA)
FL
05/03/2018 - 12/17/2018
COMMONGOOD SECURITIES LLC (WINTER PARK FL)
CO
05/23/2017 - 05/01/2018
NORTHLAND SECURITIES, INC. (GREENWOOD VILLAGE CO)
CO
06/01/2015 - 02/04/2016
RBC CAPITAL MARKETS, LLC (GREENWOOD VILLAGE CO)
CA
12/09/2014 - 01/21/2015
EMERSON EQUITY LLC (SAN MATEO CA)
CO
03/09/2012 - 10/14/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
NY
08/21/2009 - 04/14/2011
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
NY
11/12/2007 - 08/07/2009
SCHRODER FUND ADVISORS INC. (NEW YORK NY)
AZ
08/13/2002 - 11/02/2007
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
ME
11/02/2001 - 08/02/2002
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
TX
11/02/1999 - 08/23/2001
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
02/03/1999 - 10/27/1999
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
BOTH
Issued 06/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kinney is the right advisor for you? Invested Better is here to help.
