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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jay Kapolka is a financial advisor registered with Cambridge Investment Research Advisors, Inc. He has been in the financial services industry since 1995. Michael Jay Kapolka is a Series 6, Series 26 and Series 63 licensed advisor. Michael Jay Kapolka also has an active Investment Advisor Representative (IAR) registration in New York and Pennsylvania. Michael Jay Kapolka has worked for several other firms in the past, including Avantax Investment Services, Inc. and FSC Securities Corporation. Michael Jay Kapolka is also a partner at Kapolka & Demko, LLC. He has a wealth of experience in providing financial advice to a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. He is also involved in several community organizations, including the Upper Saranac Lake Association.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
08/27/2021 - Present
Cambridge Investment Research Advisors, Inc. (Yardley PA)
PA
06/11/1996 - 09/01/2021
AVANTAX INVESTMENT SERVICES, INC. (YARDLEY PA)
GA
10/11/1995 - 07/02/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
BC
Issued 08/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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