Unclaimed
Michael Christopher Kusick is a financial advisor with over 28 years of experience in the industry. Michael is a Registered Representative with Commonwealth Financial Network and a Registered Investment Advisor with Investmark Advisory Group LLC. Michael is also a Certified Financial Planner. He has been registered in the state of Connecticut since 1996 and holds a Series 6, 7, 63 and 65 licenses. Michael specializes in financial planning, portfolio management, and retirement planning. He is dedicated to providing personalized financial advice to individuals, families, and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CT
03/13/2001 - Present
Commonwealth Financial Network (Shelton CT)
IL
06/08/1994 - 11/03/1995
CHAUNER SECURITIES, INC. (NORTHBROOK IL)
IA
Issued 09/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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