Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Christopher Polacek is an investment advisor representative at Cadaret, Grant & CO., Inc. Michael has been in the industry since 1994, and has held various positions at different financial institutions including KEY INVESTMENT SERVICES LLC, MCDONALD INVESTMENTS INC., AXA ADVISORS, LLC and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Michael holds Series 6, 7, 24, 63 and 65 licenses, and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Michael has a strong track record of helping 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.
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.
1
2
NY
07/09/2008 - Present
Cadaret, Grant & CO., Inc. (WOLCOTT NY)
NY
01/03/2006 - 07/31/2006
KEY INVESTMENT SERVICES LLC (SYRACUSE NY)
NY
03/08/2004 - 12/31/2005
MCDONALD INVESTMENTS INC. (E. SYRACUSE NY)
NY
10/30/1998 - 03/11/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
10/30/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
06/04/1996 - 06/03/1997
CFS BROKERAGE CORP. (NEW YORK NY)
NY
02/10/1994 - 05/20/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/10/1994 - 05/20/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Polacek is the right advisor for you? Invested Better is here to help.
