Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Kurka is a financial advisor with Raymond James & Associates, Inc. located in ST. PETERSBURG, FL. Michael has over 20 years of experience in the financial services industry. Michael's previous experience includes working for PNC CAPITAL MARKETS LLC and PNC INVESTMENTS. Michael holds a Series 7, Series 6, Series 63, and Series 65 licenses. Michael specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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
FL
01/12/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
OH
12/10/2018 - 01/31/2022
PNC CAPITAL MARKETS LLC (CLEVELAND OH)
OH
03/14/2013 - 11/13/2018
PNC INVESTMENTS (CLEVELAND OH)
MI
06/01/2000 - 10/08/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 08/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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