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 McKersie is a financial advisor at Level Four Advisory Services. Michael has been in the industry since 1994 and has a wide range of experience. Michael is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses. Michael's experience includes working at several firms, including NYLIFE Securities Inc., PRUCO Securities Corporation, SVA Financial Services, LLC, CAP PRO BROKERAGE SERVICES, INC. and CG BROKERAGE L.L.C.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
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2
WI
04/04/2014 - Present
Level Four Advisory Services (MIDDLETON WI)
WI
08/09/2006 - 03/30/2010
CG BROKERAGE L.L.C. (MIDDLETON WI)
OH
05/12/2005 - 10/10/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
WI
10/20/2004 - 03/22/2005
SVA FINANCIAL SERVICES, LLC (MADISON WI)
NY
04/06/1995 - 01/05/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
07/18/1994 - 03/24/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/29/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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