Unclaimed
Michael Cimarik is a financial advisor registered in 51 states and the District of Columbia. Michael Cimarik is also registered as an Investment Advisor Representative in Florida. Michael Cimarik is associated with Transamerica Retirement Advisors, LLC. He has been in the industry since 1996. Michael Cimarik has experience with Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Franklin Templeton Financial Services Corp., and Franklin/Templeton Distributors, Inc. Michael Cimarik has the following licenses: Series 6, Series 7, Series 63, Series 65 and SIE. Michael Cimarik's specializations are: retirement planning, college savings, estate planning, and insurance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
09/17/2021 - Present
Transamerica Retirement Advisors, LLC (Clearwater FL)
FL
03/12/2020 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
06/27/2002 - 10/08/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
IA
05/22/2001 - 03/19/2002
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
CA
09/01/1994 - 03/07/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 08/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Cimarik is the right advisor for you? Invested Better is here to help.