Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Skurka is a financial advisor with over 20 years of experience in the industry. Michael has held various positions with several firms including Credit Suisse First Boston, Donaldson, Lufkin & Jenrette Securities Corporation, UBS Global Asset Management, HFR Investments, VP Distributors, and Resolute Investment Distributors. Michael is currently a registered representative with Loomis, Sayles & Company, LP, where he is an Investment Adviser Representative. Michael specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. He has a broad range of experience and holds multiple licenses, including Series 7, Series 63, Series 66, and SIE.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Minimum annual fee and/or minimum account size
1
2
MA
12/16/2022 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
TX
07/24/2019 - 07/08/2022
RESOLUTE INVESTMENT DISTRIBUTORS, INC. (IRVING TX)
IL
06/26/2014 - 07/09/2019
VP DISTRIBUTORS LLC (CHICAGO IL)
IL
04/10/2009 - 05/29/2014
UBS GLOBAL ASSET MANAGEMENT (US) INC. (CHICAGO IL)
IL
01/10/2007 - 07/11/2007
HFR INVESTMENTS, INC. (CHICAGO IL)
NY
01/17/2003 - 01/13/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
09/05/2001 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
11/14/1997 - 07/03/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
BOTH
Issued 10/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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