Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kazacos has been in the financial services industry for over 25 years. Michael James Kazacos currently is registered with Stifel, Nicolaus & Company, Inc. in FAIRPORT, NY. Previously, Michael James Kazacos has also worked for MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and WELLS FARGO CLEARING SERVICES, LLC. Michael has a wide range of experience in the industry and specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and institutions. Michael holds the Series 7, 31, 63, and 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
09/29/2022 - Present
Stifel, Nicolaus & Company, Inc. (FAIRPORT NY)
NY
02/10/2012 - 09/16/2022
WELLS FARGO CLEARING SERVICES, LLC (PITTSFORD NY)
NY
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (ROCHESTER NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROCHESTER NY)
NY
11/25/1996 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER NY)
IA
Issued 12/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Kazacos is the right advisor for you? Invested Better is here to help.
