Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Petyak is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Advisory Services Network, LLC, and is licensed in Louisiana, Mississippi, and Texas. Michael has a wide range of experience in the industry including working with Cambridge Investment Research, Inc., LPL Financial LLC, AIG Retirement Advisors, Inc. and Hancock Investment Services, Inc.. Michael holds Series 7, 63, and 65 licenses. Michael focuses on financial planning and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
GA
07/10/2017 - Present
Advisory Services Network (ATLANTA GA)
MS
08/08/2013 - 07/14/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (RIDGELAND MS)
MS
03/13/2009 - 08/20/2013
LPL FINANCIAL LLC (JACKSON MS)
MS
09/25/2008 - 01/09/2009
AIG RETIREMENT ADVISORS, INC. (RIDGELAND MS)
MS
06/13/2005 - 09/26/2008
HANCOCK INVESTMENT SERVICES, INC. (PASCAGOULA MS)
AL
09/17/2003 - 02/10/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
MO
02/26/2003 - 10/20/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
04/19/2002 - 12/17/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MO
10/01/2000 - 03/05/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
08/02/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/19/1998 - 08/14/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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