Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kosmak is a financial advisor at Cetera Investment Advisers LLC. Michael has been in the financial services industry since 1999. Michael has a Series 7, Series 66 and Series 24 licenses. Michael is registered in Minnesota, Texas, Wisconsin, Nebraska and Illinois. Michael is also registered as an Investment Advisor Representative (IAR) in Minnesota and Texas. Cetera Investment Advisers LLC provides a variety of financial services to individuals, businesses, and institutions. These services include financial planning, portfolio management, and retirement planning. Michael Kosmak is a valuable resource for clients seeking to achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
NJ
07/01/1999 - 12/06/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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