Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kotval is an investment advisor representative with W&S Brokerage Services, Inc. with over 25 years of experience in the financial industry. Michael has held various positions at prominent firms such as MetLife Securities Inc., Hancock Investment Services, Inc., and Banc One Securities Corporation. Michael's experience and expertise allow him to offer investment advice and guidance to clients seeking personalized investment strategies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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LA
10/23/2013 - Present
W&S Brokerage Services, Inc. (Baton Rouge LA)
LA
06/02/2011 - 09/10/2013
METLIFE SECURITIES INC. (BATON ROUGE LA)
LA
10/20/2009 - 05/26/2011
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
LA
03/02/2005 - 09/23/2009
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
IL
03/02/2000 - 03/03/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/08/1999 - 01/20/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
04/23/1998 - 03/26/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
NJ
04/10/1995 - 01/07/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/05/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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