Unclaimed
Michael James Kukoleca is a financial advisor with Fidelity Brokerage Services LLC. Michael has been in the financial services industry since January 2, 2003. Michael is registered with the state of Massachusetts as a broker-dealer. Michael has passed the Series 7, Series 63, and Series 65 exams. Michael has experience with National Financial Services LLC and BANC of America Investment Services, Inc.
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.
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.
1
2
MA
09/18/2013 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
10/20/2004 - 08/26/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/19/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 08/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Kukoleca is the right advisor for you? Invested Better is here to help.