Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jankowski is a financial advisor who is currently registered with LPL Financial LLC. Michael has been in the financial services industry since 2001 and has worked with several firms in the past including Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, Edward Jones, Invesco Distributors, Inc., Van Kampen Funds Inc., and Goldman, Sachs & Co. Michael holds licenses for Series 7, Series 63, Series 66, Series 79TO and SIE and is registered with the states of Georgia and South Carolina. Michael specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and investment clubs.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
07/08/2021 - Present
LPL Financial LLC (FORT MILL SC)
GA
02/22/2016 - 06/04/2021
CETERA ADVISOR NETWORKS LLC (ATLANTA GA)
GA
02/22/2016 - 06/04/2021
CETERA ADVISORS LLC (ATLANTA GA)
GA
02/22/2016 - 06/04/2021
CETERA FINANCIAL SPECIALISTS LLC (ATLANTA GA)
GA
02/22/2016 - 06/04/2021
CETERA INVESTMENT SERVICES LLC (ATLANTA GA)
NC
02/10/2014 - 03/07/2014
EDWARD JONES (RALEIGH NC)
TX
06/01/2010 - 12/06/2013
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
03/17/2004 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
05/18/1998 - 10/15/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 06/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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