Unclaimed
Michael John Przewlocki is a registered representative with Cambridge Investment Research Advisors, Inc.. Michael has been in the industry since 1991. Michael has a Series 7, Series 6, Series 63, Series 66, and Series 26 license. Michael is also licensed in 27 states and 2 states for investment advisor representation. Michael also offers financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals. Michael is also a registered representative for Legend Equities Corporation and Legend Capital Corporation.
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
AZ
08/17/2016 - Present
Cambridge Investment Research Advisors, Inc. (TEMPE AZ)
FL
01/01/1994 - 03/26/2004
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
03/13/1991 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 03/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Przewlocki is the right advisor for you? Invested Better is here to help.