Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kostecki is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Morgan Stanley and has held previous roles at RBC Capital Markets Corporation, Tucker Anthony Incorporated, McDonald Investments Inc., and Financial Northeastern Securities, Inc. Michael is licensed to provide investment advice in over 30 states and is a Series 7, Series 63, and Series 66 licensed professional. Michael specializes in providing financial planning, investment management, and asset allocation advice to individual and institutional clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
06/18/2009 - Present
Morgan Stanley (Little Falls NJ)
NJ
03/09/2002 - 06/25/2009
RBC CAPITAL MARKETS CORPORATION (FLORHAM PARK NJ)
MA
01/05/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
OH
03/24/1997 - 01/03/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NJ
05/24/1989 - 04/01/1997
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
BOTH
Issued 07/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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