Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jay Dworetsky is a financial professional with over 39 years of experience in the industry. Michael is registered as an Investment Advisor Representative with Trust Advisory Group Ltd., a firm with 43 investment advisor representatives. Michael has been with Trust Advisory Group Ltd since February 2017. Prior to that, Michael worked at SOURCE CAPITAL GROUP, INC. in West Hartford, Connecticut from May 2004 to February 2017. Michael has also worked at UBS FINANCIAL SERVICES INC in Weehawken, New Jersey, KIDDER, PEABODY & CO. INCORPORATED in New York, New York, and PRUDENTIAL-BACHE SECURITIES INC in New York, New York. Michael holds multiple licenses including Series 3, 7, 24, 63 and 65. Michael provides a range of services to individuals, businesses and pension plans including financial planning, portfolio management and selection of other advisors.
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.
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.
1
2
AL
02/20/2017 - Present
Trust Advisory Group Ltd. (BIRMINGHAM AL)
CT
05/20/2004 - 02/10/2017
SOURCE CAPITAL GROUP, INC. (WEST HARTFORD CT)
NJ
01/28/1995 - 05/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/20/1990 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NY
07/21/1983 - 07/16/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 02/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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