Unclaimed
Michael Kaminski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the financial services industry since 1992 and has a wide range of experience in investment management, financial planning and retirement planning. Michael is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 8, 9, 10, 31, 63 and 65 licenses. Michael is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals. Michael is also the President of Gratitude Charlottesville, a non-profit organization that hosts events for local veterans.
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.
Investment consulting services to institutional clients
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.
1
2
VA
03/17/2016 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLOTTESVILLE VA)
VA
05/26/1992 - 03/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
NA
02/25/1992 - 03/26/1992
F.N. WOLF & CO., INC.
IA
Issued 06/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/10/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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