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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Boswak is a financial advisor with Independent Financial Group, LLC. Michael has been in the industry since 1989 and is licensed to provide investment advice in several states. Michael holds a Series 6, Series 26, Series 63, and Series 65 licenses, along with the SIE exam. Michael has extensive experience working with individuals, high-net-worth individuals, corporations, businesses, pension and profit sharing plans, and charitable organizations. Prior to joining Independent Financial Group, LLC, Michael worked with Signator Investors, Inc, Transamerica Financial Advisors, Inc., Mariner Financial Services, Inc., and PFS Investments, Inc.
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.
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.
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2
CA
02/03/2025 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
NH
05/13/2016 - 08/20/2018
SIGNATOR INVESTORS, INC. (CHICHESTER NH)
NH
07/11/1997 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CHICHESTER NH)
FL
03/21/1994 - 07/11/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
09/06/1989 - 03/23/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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