Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Porzucek is an investment advisor representative who has been in the industry since 1994. Michael is currently registered with Independent Financial Partners. Michael holds several licenses and designations including the Series 6, 7, 24, 63, and 65. Michael also holds the Chartered Financial Consultant designation. Michael specializes in providing financial planning, portfolio management, and educational seminars for individuals, corporations, and pension and profit-sharing plans. Michael is committed to providing his clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment 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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
NY
03/29/2021 - Present
Independent Financial Partners (Fayettville NY)
NY
01/03/2006 - 03/25/2021
KEY INVESTMENT SERVICES LLC (FAYETTEVILLE NY)
OH
05/28/2004 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
MD
11/30/1999 - 05/28/2004
M&T SECURITIES, INC. (BALTIMORE MD)
OH
05/14/1999 - 05/16/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
10/20/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NY
06/12/1998 - 10/14/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/24/1994 - 06/11/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/24/1994 - 06/11/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
06/22/1994 - 10/13/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/22/1994 - 10/13/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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