Unclaimed
Michael Witkowski is a financial advisor at Park Avenue Securities LLC. Michael has been in the financial industry since 1983. Michael holds the Series 3, 5, 7, and 63 licenses. Michael has worked for several firms in the past, including Guardian Investor Services Corporation, Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, PaineWebber Incorporated, Thomson McKinnon Securities Inc., Prudential-Bache Securities Inc., Shearson Lehman Brothers Inc., Swink & Company, Inc., and Brittenum & Associates, Inc. Michael specializes in financial planning, educational seminars, and selection of other advisors. Michael offers a variety of advisory services, including portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
IN
05/03/1999 - Present
Park Avenue Securities LLC (SOUTH BEND IN)
NY
09/25/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
AZ
11/19/1989 - 09/09/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/27/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/03/1988 - 09/30/1988
PAINEWEBBER INCORPORATED
NA
04/01/1987 - 03/09/1988
THOMSON MCKINNON SECURITIES INC.
NA
07/29/1985 - 04/08/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/27/1984 - 07/22/1985
SHEARSON LEHMAN BROTHERS INC.
NA
04/19/1983 - 01/24/1985
SWINK & COMPANY, INC.
NA
04/19/1983 - 03/22/1984
BRITTENUM & ASSOCIATES, INC.
BC
Issued 02/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1985
Series 3 - National Commodity Futures Examination
BC
Issued 04/15/1985
Series 5 - Interest Rate Options Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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