Unclaimed
Michael Kostrzewa is a financial advisor with Avantax Investment Services, Inc., serving clients in Mount Pleasant, Michigan. Michael has over 26 years of experience in the financial services industry. He is a Series 7 and Series 63 licensed advisor. Michael holds licenses in 10 states, including Arizona, California, Colorado, Delaware, Florida, Michigan, New York, Pennsylvania, Rhode Island, and Wisconsin.
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.
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.
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MI
01/19/1996 - Present
Avantax Investment Services, Inc. (MT PLEASANT MI)
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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