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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 Kulinski is a financial advisor with Cetera Investment Advisers LLC. Michael has been working in the financial industry since 2000. Michael has passed the Series 6, 7, 24, 26, 51, 52TO, 63 and 65 exams. Michael is licensed to provide financial advice in Delaware, Florida, Massachusetts, Nevada, New Jersey, North Carolina, Oklahoma and Pennsylvania. Michael also provides financial advice to individuals and businesses. Cetera Investment Advisers LLC is a financial advisory firm with over $100 billion in assets under management. The firm has a wide range of financial planning and portfolio management services available to their clients.
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
PA
10/25/2021 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
AL
07/03/2019 - 10/25/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
NY
10/30/2018 - 07/01/2019
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IL
03/09/2018 - 06/08/2018
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
NJ
04/11/2014 - 04/13/2018
ALLSTATE FINANCIAL SERVICES, LLC (WALL TOWNSHIP NJ)
OH
10/17/2012 - 01/02/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NJ
12/06/2011 - 10/16/2012
FARMERS FINANCIAL SOLUTIONS, LLC (CHERRY HILL NJ)
PA
03/17/2011 - 08/31/2011
W&S BROKERAGE SERVICES, INC. (BALA CYNWYD PA)
PA
05/05/2006 - 03/04/2011
METLIFE SECURITIES INC. (WAYNE PA)
NJ
05/05/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MOORESTOWN NJ)
CT
11/11/2005 - 04/17/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
TX
04/06/1999 - 11/02/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/06/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 10/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/8/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/3/2022
Series 24 - General Securities Principal Examination
BC
Issued 8/4/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 3/22/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 6/8/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 4/3/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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