Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jerome Kucera is a financial advisor with Gregory J. Schwartz & Co., Inc. based in Bloomfield Hills, Michigan. Michael has over 25 years of experience in the financial services industry. Michael is registered with FINRA and has a Series 6, Series 7, and Series 63 licenses. He is also a Certified Financial Planner (CFP). Michael focuses on providing financial planning services to individuals, families, and businesses. Michael's experience includes working with clients in various industries, including healthcare, education, and technology.
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.
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.
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MI
12/17/2024 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
MI
11/24/2004 - 07/13/2022
THE O.N. EQUITY SALES COMPANY (FARMINGTON HILLS MI)
IA
09/20/2000 - 11/30/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NY
05/03/1999 - 09/20/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/25/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
CO
11/29/1996 - 06/15/1998
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
MI
08/18/1994 - 06/05/1998
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
CO
08/17/1994 - 11/29/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
MI
02/06/1992 - 08/18/1994
T. I. INVESTMENTS, INC. (DEARBORN MI)
IA
Issued 07/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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