Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Francis Gacek is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with M Holdings Securities, Inc. and has held previous roles with Main Street Management Company, WS Griffith Securities, Inc., and Nutmeg Securities, Ltd.. Michael has a broad range of experience in financial planning, pension consulting, educational seminars, and portfolio management. Michael holds licenses including Series 6, Series 7, Series 24, Series 63, and Series 65, and is currently licensed in Arizona, Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, North Carolina, Pennsylvania, and Texas.
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
CT
01/09/2025 - Present
M Holdings Securities, Inc. (SIMSBURY CT)
MA
02/06/2002 - 01/13/2003
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
CT
03/25/1999 - 02/11/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
05/13/1994 - 04/01/1999
NUTMEG SECURITIES, LTD. (NEW YORK NY)
IA
Issued 08/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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