Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Kurka is an investment advisor representative with Moors & Cabot, Inc. based in Alexandria, VA. Michael is a veteran financial professional with over 25 years of experience in the industry. Michael's experience includes positions with Morgan Stanley, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael offers a range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Michael is registered with the state of Virginia and many other 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.
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.
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2
VA
10/20/2017 - Present
Moors & Cabot, Inc. (Alexandria VA)
VA
06/01/2009 - 10/03/2017
MORGAN STANLEY (ALEXANDRIA VA)
VA
05/15/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
NY
12/09/1993 - 05/18/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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