Unclaimed
Michael J. Breunig is a financial advisor registered with IC Advisory Services, Inc. Michael has over 20 years of experience in the financial services industry. Michael has expertise in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Michael is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/24/2023 - Present
IC Advisory Services, Inc. (HAUPPAUGE NY)
NY
01/27/2004 - 12/31/2005
PGP FINANCIAL, INC. (GREAT RIVER NY)
NY
02/13/2002 - 03/27/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CO
01/02/2001 - 02/13/2001
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
NY
12/20/1999 - 01/02/2001
GLOBAL CAPITAL MARKETS, LLC (MELVILLE NY)
IA
Issued 08/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1999
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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