Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kosik is a financial advisor currently working for Morgan Stanley. Michael has been in the industry since 1988 and has extensive experience across several financial firms including Citigroup Global Markets Inc., UBS Financial Services Inc., Prudential Securities Incorporated, Lehman Brothers Inc. and Vanderbilt Securities, Inc. Michael is registered with FINRA and is licensed to provide investment advice in 28 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/20/2021 - Present
Morgan Stanley (Shrewsbury NJ)
NJ
02/15/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NJ
04/05/1994 - 02/27/2008
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
NY
10/11/1990 - 03/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/08/1988 - 10/18/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/25/1988 - 07/15/1988
VANDERBILT SECURITIES, INC.
IA
Issued 10/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Kosik is the right advisor for you? Invested Better is here to help.
