Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Zawatsky is a financial advisor with B. Riley Wealth Advisors, Inc. Michael has been a financial advisor since 1994, and is a registered representative with the Financial Industry Regulatory Authority (FINRA) and a registered investment advisor with the Securities and Exchange Commission (SEC). Michael specializes in a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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.
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2
OH
08/10/2022 - Present
B. Riley Wealth Advisors, Inc. (Mayfield Heights OH)
OH
11/04/2005 - 03/01/2007
CAPITAL SECURITIES OF AMERICA, INC. (MAYFIELD HEIGHTS OH)
CT
03/18/1996 - 11/29/2005
ADVEST, INC. (HARTFORD CT)
NY
06/23/1994 - 03/20/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
01/26/1994 - 02/22/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/1994 - 02/22/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1994
Series 3 - National Commodity Futures Examination
BC
Issued 01/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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