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Michael James Burkoff

Ceros Financial Services, Inc.

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About Michael James Burkoff

Michael James Burkoff is an investment professional with over 25 years of experience in the financial services industry. He is currently registered with Ceros Financial Services, Inc. and has previously been affiliated with several other firms, including National Securities Corporation, Bluestone Capital Corp., Joseph Gunnar & Co. LLC, Briarwood Investment Counsel, Duke & Co., Inc., Whale Securities Co., L.P., and Joseph Stevens & Company, Inc. Michael holds a Series 7, Series 24, and Series 63 license and has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Michael Burkoff is currently registered with Ceros Financial Services, Inc.. Ceros Financial Services, Inc. is a Corporation formed in September 1994. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the Securities and Exchange Commission. The firm has reported 3 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Burkoff’s Registration & Firm History

NY

07/20/2022 - Present

Ceros Financial Services, Inc. (New York NY)

NY

11/28/2001 - 07/21/2022

NATIONAL SECURITIES CORPORATION (NEW YORK NY)

NY

05/16/2001 - 11/08/2001

BLUESTONE CAPITAL CORP. (NEW YORK NY)

NY

10/19/1999 - 03/16/2001

JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)

NY

03/30/1998 - 11/11/1999

BRIARWOOD INVESTMENT COUNSEL (NEW YORK NY)

NY

01/27/1998 - 04/29/1998

DUKE & CO., INC. (NEW YORK NY)

NY

01/22/1997 - 12/02/1997

WHALE SECURITIES CO., L.P. (NEW YORK NY)

NY

10/28/1996 - 01/28/1997

JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)

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Licenses & Designations

BC

Issued 11/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/26/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Michael James Burkoff. Review regulatory record here.
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