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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 Kurland has been in the financial services industry since 1986. Michael is currently registered with Cetera Investment Advisers LLC in Maryland. Michael has experience with a variety of firms, including Securian Financial Services, Inc., The O.N. Equity Sales Company, MML Investors Services, LLC, and Lincoln Financial Advisors Corporation. Michael is a Series 7, Series 63, and Series 65 licensed advisor and has experience providing financial planning and portfolio management services to a wide range of clients including individuals, families, businesses, and retirement plans.
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.
1
2
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (TOWSON MD)
MD
06/11/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Towson MD)
MD
05/14/2018 - 05/31/2019
THE O.N. EQUITY SALES COMPANY (Baltimore MD)
MD
05/04/1999 - 02/21/2018
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
IN
05/11/1993 - 04/16/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NY
10/26/1998 - 03/31/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IN
05/11/1993 - 07/31/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
11/13/1987 - 05/24/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
01/01/1986 - 11/19/1987
DOMINICK & DOMINICK, INCORPORATED
NA
04/19/1983 - 01/13/1986
ADVEST, INC.
IA
Issued 01/07/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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