Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kresh is a financial advisor with over 35 years of experience in the industry. Michael has worked for several prominent firms, including Royal Alliance Associates, Inc. and Integrated Resources Equity Corporation. Michael is currently registered as a Registered Representative (Series 7, Series 63) and Investment Adviser Representative (Series 65) with Commonwealth Financial Network. Michael provides financial planning, investment advice, and portfolio management services to individuals, families, businesses, and charitable organizations. Michael is committed to 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (Islandia NY)
NY
11/19/1989 - 12/31/2019
ROYAL ALLIANCE ASSOCIATES, INC. (ISLANDIA NY)
NA
12/18/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/23/1986 - 12/05/1986
EXETER SECURITIES CORPORATION
NA
07/11/1985 - 06/19/1986
CARDELL & ASSOCIATES, INCORPORATED
NA
04/23/1985 - 07/12/1985
TRAVELERS EQUITIES SALES, INC.
IA
Issued 05/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kresh is the right advisor for you? Invested Better is here to help.
