Unclaimed
Michael Cushwa is a Registered Representative with Steward Partners Investment Advisory, LLC. Michael has been in the financial services industry since November 7, 2018. Michael has a Series 66, Series 7, and SIE license. Michael has passed the Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Michael is registered with the state of Texas and Maryland as an Investment Advisor Representative. Michael is also registered with the state of Alabama, Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, Michigan, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Virginia, and West Virginia as a Broker.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
10/25/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
MD
11/08/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
BOTH
Issued 12/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/9/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/8/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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